SEC 13F Intelligence

Alpha Cubed Investments, LLC / MCD

Alpha Cubed Investments, LLC’s Mcdonalds Corp Position

Does Alpha Cubed Investments, LLC own Mcdonalds Corp (MCD)? Yes75.3K shares worth $23M (+0.79% of its 13F portfolio) as of Q4 2025, down from 76.3K shares the prior filed quarter.

Position Value
$23M
Q4 2025
Shares
75.3K
% of Portfolio
+0.79%
Quarters Held
29
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $22MQ2 ’19: $24MQ3 ’19: $24MQ4 ’19: $25MQ4 ’19Q1 ’20: $21MQ2 ’20: $21MQ3 ’20: $24MQ4 ’20: $23MQ4 ’20Q1 ’21: $27MQ2 ’21: $27MQ3 ’21: $28MQ4 ’21: $32MQ4 ’21Q1 ’22: $32MQ2 ’22: $32MQ3 ’22: $28MQ4 ’22: $27MQ4 ’22Q1 ’23: $26MQ2 ’23: $26MQ3 ’23: $21MQ4 ’23: $25MQ4 ’23Q1 ’24: $24MQ2 ’24: $22MQ3 ’24: $26MQ4 ’24: $25MQ4 ’24Q1 ’25: $25MQ2 ’25: $23MQ3 ’25: $23MQ4 ’25: $23MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202575.3K$23M+0.79%
Q3 202576.3K$23M+0.81%
Q2 202579.4K$23M+0.88%
Q1 202581.0K$25M+1.13%
Q4 202484.6K$25M+1.12%
Q3 202486.7K$26M+1.17%
Q2 202488.2K$22M+1.07%
Q1 202486.5K$24M+1.27%
Q4 202383.1K$25M+1.38%
Q3 202381.0K$21M+1.43%
Q2 202386.2K$26M+1.73%
Q1 202394.6K$26M+1.91%
Q4 2022102.0K$27M+2.03%
Q3 2022122.9K$28M+2.21%
Q2 2022128.1K$32M+2.30%
Q1 2022129.6K$32M+2.05%
Q4 2021118.2K$32M+2.07%
Q3 2021117.4K$28M+2.13%
Q2 2021117.3K$27M+1.96%
Q1 2021119.3K$27M+2.08%
Q4 2020106.1K$23M+1.94%
Q3 2020108.6K$24M+2.28%
Q2 2020116.5K$21M+2.35%
Q1 2020124.3K$21M+2.47%
Q4 2019124.2K$25M+2.53%
Q3 2019113.5K$24M+2.84%
Q2 2019115.9K$24M+2.79%
Q1 2019114.4K$22M+2.63%
Q4 2018116.4K$21M+3.10%

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