SEC 13F Intelligence

Independent Advisor Alliance / MCD

Independent Advisor Alliance’s Mcdonalds Corp Position

Does Independent Advisor Alliance own Mcdonalds Corp (MCD)? Yes — 40.0K shares worth $12M (+0.13% of its 13F portfolio) as of Q1 2026, down from 59.0K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
40.0K
% of Portfolio
+0.13%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $15MQ4 ’20: $15MQ4 ’20Q1 ’21: $18MQ2 ’21: $17MQ3 ’21: $18MQ4 ’21: $20MQ4 ’21Q1 ’22: $20MQ2 ’22: $21MQ3 ’22: $16MQ4 ’22: $427,665Q4 ’22Q1 ’23: $22MQ2 ’23: $24MQ3 ’23: $21MQ4 ’23: $25MQ4 ’23Q1 ’24: $24MQ2 ’24: $22MQ3 ’24: $23MQ4 ’24: $22MQ4 ’24Q1 ’25: $20MQ2 ’25: $18MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.0K$12M+0.13%
Q4 202559.0K$18M+0.44%
Q3 202559.1K$18M+0.47%
Q2 202561.4K$18M+0.52%
Q1 202565.6K$20M+0.68%
Q4 202474.2K$22M+0.29%
Q3 202474.9K$23M+0.83%
Q2 202484.4K$22M+0.74%
Q1 202484.0K$24M+0.85%
Q4 202384.7K$25M+0.90%
Q3 202381.5K$21M+0.97%
Q2 202380.0K$24M+1.05%
Q1 202377.7K$22M+1.05%
Q4 202273.6K$427,665+0.15%
Q3 202269.6K$16M+0.94%
Q2 202283.3K$21M+1.15%
Q1 202281.5K$20M+0.97%
Q4 202176.2K$20M+1.01%
Q3 202175.1K$18M+1.01%
Q2 202174.1K$17M+0.94%
Q1 202179.0K$18M+1.05%
Q4 202072.0K$15M+1.05%
Q3 202069.3K$15M+1.15%
Q2 202044.9K$8M+0.89%
Q1 202042.5K$7M+1.02%
Q4 201946.5K$9M+0.40%
Q3 201948.8K$10M+1.27%
Q2 201947.6K$9M+1.34%
Q1 201941.0K$8M+1.09%
Q4 201837.3K$7M+1.17%

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