SEC 13F Intelligence

Lewis Capital Management, LLC / MCD

Lewis Capital Management, LLC’s Mcdonalds Corp Position

Does Lewis Capital Management, LLC own Mcdonalds Corp (MCD)? Yes — 3.9K shares worth $1M (+1.61% of its 13F portfolio) as of Q3 2023, down from 3.9K shares the prior filed quarter.

Position Value
$1M
Q3 2023
Shares
3.9K
% of Portfolio
+1.61%
Quarters Held
8
currently held

Position History MCD

Reported value by quarter
Q4 ’21: $1MQ4 ’21Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $972,000Q3 ’22Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ2 ’23Q3 ’23: $1MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20233.9K$1M+1.61%
Q2 20233.9K$1M+1.68%
Q1 20233.9K$1M+1.65%
Q4 20223.9K$1M+1.59%
Q3 20224.2K$972,000+1.49%
Q2 20224.2K$1M+1.49%
Q1 20224.2K$1M+1.18%
Q4 20214.2K$1M+1.18%

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