SEC 13F Intelligence

Minot Wealth Management LLC / MCD

Minot Wealth Management LLC’s Mcdonalds Corp Position

Does Minot Wealth Management LLC own Mcdonalds Corp (MCD)? Yes — 17.0K shares worth $4M (+1.08% of its 13F portfolio) as of Q2 2022, down from 17.5K shares the prior filed quarter.

Position Value
$4M
Q2 2022
Shares
17.0K
% of Portfolio
+1.08%
Quarters Held
11
currently held

Position History MCD

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202217.0K$4M+1.08%
Q1 202217.5K$4M+0.93%
Q4 202118.2K$5M+0.94%
Q3 202117.9K$4M+0.93%
Q2 202117.4K$4M+0.90%
Q1 202116.3K$4M+0.93%
Q4 202016.3K$4M+1.05%
Q3 202013.3K$3M+1.10%
Q2 20209.7K$2M+0.89%
Q1 20207.9K$1M+0.94%
Q4 20198.5K$2M+0.82%

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