Position in MCD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,810,014
-$1,892,772 QoQ
Shares Held
54,789
+1.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#454
of 3,448 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $15,163,437 across 5 Restaurants names. MCD ranks #1 (97.7% of the industry book) .
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,810,014 | 54,789 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $16,702,786 | 53,743 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $16,521,134 | 54,056 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $16,549,545 | 54,459 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $15,997,183 | 54,753 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $17,421,499 | 55,772 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $16,135,567 | 55,661 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $14,427,987 | 47,381 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $12,040,169 | 47,246 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $13,036,521 | 46,237 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $13,570,372 | 45,767 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $11,200,414 | 42,516 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $11,603,970 | 38,886 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $11,346,293 | 40,579 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $10,826,339 | 41,082 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $9,641,470 | 41,785 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $10,257,616 | 41,549 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $10,267,065 | 41,520 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,494,234 | 35,417 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $8,548,313 | 35,454 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $7,893,986 | 35,219 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $7,378,333 | 34,385 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,150,764 | 32,579 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,933,292 | 32,164 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,196,619 | 31,428 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||