Kanawha Capital Management LLC / MCD
Kanawha Capital Management LLC’s Mcdonalds Corp Position
Does Kanawha Capital Management LLC own Mcdonalds Corp (MCD)? Yes — 80.8K shares worth $25M (+1.77% of its 13F portfolio) as of Q1 2026, down from 82.2K shares the prior filed quarter.
Position Value
$25M
Q1 2026
Shares
80.8K
% of Portfolio
+1.77%
Quarters Held
30
currently held
Position History MCD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 80.8K | $25M | +1.77% |
| Q4 2025 | 82.2K | $25M | +1.73% |
| Q3 2025 | 82.3K | $25M | +1.73% |
| Q2 2025 | 82.7K | $24M | +1.79% |
| Q1 2025 | 89.0K | $28M | +2.16% |
| Q4 2024 | 88.0K | $26M | +2.00% |
| Q3 2024 | 89.0K | $27M | +1.97% |
| Q2 2024 | 90.8K | $23M | +1.81% |
| Q1 2024 | 89.2K | $25M | +2.01% |
| Q4 2023 | 86.0K | $25M | +2.34% |
| Q3 2023 | 86.9K | $23M | +2.22% |
| Q2 2023 | 86.0K | $26M | +2.36% |
| Q1 2023 | 86.0K | $24M | +2.30% |
| Q4 2022 | 85.7K | $22,591 | +2.22% |
| Q3 2022 | 85.1K | $20M | +2.14% |
| Q2 2022 | 86.1K | $21M | +2.15% |
| Q1 2022 | 86.3K | $21M | +1.87% |
| Q4 2021 | 85.7K | $23M | +1.94% |
| Q3 2021 | 86.5K | $21M | +1.93% |
| Q2 2021 | 86.1K | $20M | +1.82% |
| Q1 2021 | 86.4K | $19M | +1.88% |
| Q4 2020 | 87.2K | $19M | +1.92% |
| Q3 2020 | 87.0K | $19M | +2.20% |
| Q2 2020 | 87.4K | $16M | +2.00% |
| Q1 2020 | 86.9K | $14M | +2.10% |
| Q4 2019 | 85.2K | $17M | +1.96% |
| Q3 2019 | 82.1K | $18M | +2.29% |
| Q2 2019 | 81.4K | $17M | +2.26% |
| Q1 2019 | 81.5K | $15M | +2.17% |
| Q4 2018 | 82.1K | $15M | +2.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kanawha Capital Management LLC’s full portfolio or all institutional holders of MCD.