Back to MCD
Oak Asset Management, LLC → MCD
Oak Asset Management, LLC MCD Position History
McDonald's Corporation • Consumer Cyclical
Quarters held
5
Latest value
$4.4M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q4 2025 | $5.4M |
| Q1 2026 | $5.5M |
| Q2 2026 | $4.8M |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 18.8K | — | — |
| Q2 2026 | $4.8M | 17.8K | — | — |
| Q1 2026 | $5.5M | 17.7K | — | — |
| Q4 2025 | $5.4M | 17.7K | — | — |
| Q3 2025 | $5.4M | 17.7K | — | — |
Other funds holding MCD
$20.9B
$19.9B
$19.8B
$19.7B
$10.8B
$10.6B