SEC 13F Intelligence

Surevest, LLC / MCD

Surevest, LLC’s Mcdonalds Corp Position

Does Surevest, LLC own Mcdonalds Corp (MCD)? Yes15.9K shares worth $4M (+1.00% of its 13F portfolio) as of Q3 2022, down from 15.9K shares the prior filed quarter.

Position Value
$4M
Q3 2022
Shares
15.9K
% of Portfolio
+1.00%
Quarters Held
16
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $325,000Q4 ’18Q1 ’19: $678,000Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202215.9K$4M+1.00%
Q2 202215.9K$4M+1.03%
Q1 202215.2K$4M+0.91%
Q4 202119.6K$5M+1.24%
Q3 202120.0K$5M+1.22%
Q2 202118.9K$4M+1.14%
Q1 202119.1K$4M+1.30%
Q4 202018.3K$4M+1.31%
Q3 202017.0K$4M+1.46%
Q2 202016.1K$3M+1.31%
Q1 202014.2K$2M+1.28%
Q4 20199.8K$2M+0.82%
Q3 20198.3K$2M+0.87%
Q2 20196.4K$1M+0.69%
Q1 20193.6K$678,000+0.42%
Q4 20181.8K$325,000+0.26%

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