SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / MCD

Beese Fulmer Investment Management, Inc.’s Mcdonalds Corp Position

Does Beese Fulmer Investment Management, Inc. own Mcdonalds Corp (MCD)? Yes — 56.5K shares worth $18M (+1.13% of its 13F portfolio) as of Q1 2026, down from 113.4K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
56.5K
% of Portfolio
+1.13%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $11MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $9MQ3 ’20: $11MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $11MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $13MQ4 ’22Q1 ’23: $14MQ2 ’23: $15MQ3 ’23: $13MQ4 ’23: $15MQ4 ’23Q1 ’24: $14MQ2 ’24: $13MQ3 ’24: $16MQ4 ’24: $15MQ4 ’24Q1 ’25: $16MQ2 ’25: $16MQ3 ’25: $17MQ4 ’25: $17MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202656.5K$18M+1.13%
Q4 2025113.4K$17M+1.13%
Q3 202554.3K$17M+1.14%
Q2 202553.2K$16M+1.16%
Q1 202552.3K$16M+1.41%
Q4 202451.4K$15M+1.27%
Q3 202451.6K$16M+1.35%
Q2 202452.0K$13M+1.21%
Q1 202451.2K$14M+1.36%
Q4 202351.0K$15M+1.57%
Q3 202350.4K$13M+1.50%
Q2 202350.9K$15M+1.64%
Q1 202351.1K$14M+1.63%
Q4 202249.3K$13M+1.57%
Q3 202247.1K$11M+1.46%
Q2 202245.8K$11M+1.45%
Q1 202245.8K$11M+1.23%
Q4 202146.0K$12M+1.28%
Q3 202146.3K$11M+1.26%
Q2 202146.0K$11M+1.20%
Q1 202146.2K$10M+1.24%
Q4 202046.9K$10M+1.29%
Q3 202048.1K$11M+1.50%
Q2 202049.3K$9M+1.34%
Q1 202051.6K$9M+1.51%
Q4 201952.3K$10M+1.45%
Q3 201951.3K$11M+1.66%
Q2 201949.5K$10M+1.95%
Q1 201949.7K$9M+1.86%
Q4 201850.0K$9M+2.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beese Fulmer Investment Management, Inc.’s full portfolio or all institutional holders of MCD.