Position in MCD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$461,689
-$62,613 QoQ
Shares Held
1,708
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,393
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $1,921,213 across 3 Restaurants names. MCD ranks #2 (24.0% of the industry book) .
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,689 | 1,708 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $524,302 | 1,687 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $541,576 | 1,772 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $535,454 | 1,762 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $506,914 | 1,735 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $541,024 | 1,732 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $475,419 | 1,640 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $498,482 | 1,637 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $435,521 | 1,709 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $442,661 | 1,570 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $464,038 | 1,565 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $411,756 | 1,563 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $462,237 | 1,549 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $432,277 | 1,546 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $407,153 | 1,545 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $352,801 | 1,529 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $318,228 | 1,289 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $317,260 | 1,283 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $342,057 | 1,276 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $306,209 | 1,270 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $293,357 | 1,270 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $284,657 | 1,270 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $272,516 | 1,270 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $289,068 | 1,317 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $242,946 | 1,317 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $216,112 | 1,307 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||