SEC 13F Intelligence

Liberty One Investment Management, LLC / MCD

Liberty One Investment Management, LLC’s Mcdonalds Corp Position

Does Liberty One Investment Management, LLC own Mcdonalds Corp (MCD)? Yes — 90.4K shares worth $28M (+2.90% of its 13F portfolio) as of Q1 2026, up from 79.7K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
90.4K
% of Portfolio
+2.90%
Quarters Held
25
currently held

Position History MCD

Reported value by quarter
Q1 ’20: $14MQ1 ’20Q2 ’20: $17MQ3 ’20: $20MQ4 ’20: $20MQ1 ’21: $21MQ1 ’21Q2 ’21: $21MQ3 ’21: $22MQ4 ’21: $25MQ1 ’22: $24MQ1 ’22Q2 ’22: $21MQ3 ’22: $23MQ4 ’22: $26MQ1 ’23: $29MQ1 ’23Q2 ’23: $31MQ3 ’23: $24MQ4 ’23: $27MQ1 ’24: $26MQ1 ’24Q2 ’24: $26MQ3 ’24: $31MQ4 ’24: $30MQ1 ’25: $33MQ1 ’25Q2 ’25: $30MQ3 ’25: $60MQ4 ’25: $24MQ1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202690.4K$28M+2.90%
Q4 202579.7K$24M+3.11%
Q3 2025198.7K$60M+3.40%
Q2 2025103.4K$30M+3.06%
Q1 2025105.8K$33M+3.35%
Q4 2024104.3K$30M+3.28%
Q3 2024103.3K$31M+3.22%
Q2 2024101.5K$26M+2.92%
Q1 202492.7K$26M+2.96%
Q4 202391.8K$27M+3.36%
Q3 202389.6K$24M+3.42%
Q2 2023103.3K$31M+4.00%
Q1 2023102.9K$29M+3.92%
Q4 2022100.4K$26M+3.80%
Q3 202298.1K$23M+3.72%
Q2 202292.9K$21M+3.65%
Q1 202296.6K$24M+3.63%
Q4 202194.7K$25M+3.82%
Q3 202193.1K$22M+3.83%
Q2 202192.9K$21M+3.63%
Q1 202192.2K$21M+3.68%
Q4 202093.5K$20M+3.77%
Q3 202092.6K$20M+4.16%
Q2 202089.6K$17M+3.70%
Q1 202084.6K$14M+3.60%

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