Position
FIRST MANHATTAN CO. LLC. in Mcdonalds Corp
Back to the book · All holders of MCD
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $2.79M$305.63 → $310.79
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 564.7K | $172.6M | — | — | — | 0.5% |
| Q1 2026 | 540.3K | $167.9M | $310.79 | $2.79M | −$7.45M | 0.5% |