SEC 13F Intelligence

Capital Wealth Planning, LLC / MCD

Capital Wealth Planning, LLC’s Mcdonalds Corp Position

Does Capital Wealth Planning, LLC own Mcdonalds Corp (MCD)? Yes — 2.14M shares worth $665M (+3.67% of its 13F portfolio) as of Q1 2026, up from 1.88M shares the prior filed quarter.

Position Value
$665M
Q1 2026
Shares
2.14M
% of Portfolio
+3.67%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $4MQ2 ’19: $75MQ3 ’19: $79MQ4 ’19: $49MQ4 ’19Q1 ’20: $70MQ2 ’20: $86MQ3 ’20: $109MQ4 ’20: $125MQ4 ’20Q1 ’21: $158MQ2 ’21: $184MQ3 ’21: $206MQ4 ’21: $254MQ4 ’21Q1 ’22: $265MQ2 ’22: $294MQ3 ’22: $289MQ4 ’22: $373MQ4 ’22Q1 ’23: $362MQ2 ’23: $436MQ3 ’23: $401MQ4 ’23: $451MQ4 ’23Q1 ’24: $434MQ2 ’24: $290MQ3 ’24: $222MQ4 ’24: $224MQ4 ’24Q1 ’25: $378MQ2 ’25: $470MQ3 ’25: $536MQ4 ’25: $571MQ4 ’25Q1 ’26: $665Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.14M$665M+3.67%
Q4 20251.88M$571M+3.70%
Q3 20251.76M$536M+3.77%
Q2 20251.61M$470M+3.71%
Q1 20251.21M$378M+3.28%
Q4 2024773.0K$224M+2.07%
Q3 2024729.2K$222M+2.07%
Q2 20241.14M$290M+3.03%
Q1 20241.54M$434M+4.64%
Q4 20231.52M$451M+5.16%
Q3 20231.52M$401M+4.92%
Q2 20231.46M$436M+5.38%
Q1 20231.51M$362M+4.89%
Q4 20221.41M$373M+5.45%
Q3 20221.25M$289M+5.27%
Q2 20221.19M$294M+5.76%
Q1 20221.07M$265M+5.35%
Q4 2021946.0K$254M+5.62%
Q3 2021855.5K$206M+5.67%
Q2 2021794.4K$184M+5.17%
Q1 2021704.7K$158M+5.16%
Q4 2020587.0K$125M+4.83%
Q3 2020494.6K$109M+5.37%
Q2 2020465.4K$86M+4.89%
Q1 2020421.0K$70M+4.38%
Q4 2019249.3K$49M+2.91%
Q3 2019404.1K$79M+5.03%
Q2 2019362.1K$75M+5.45%
Q1 201918.9K$4M+2.36%
Q4 20186.5K$1M+0.77%

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