Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,225,029
+$28,643 QoQ
Shares Held
164,822
-1.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Mar 31, 2026CallValue
$31,079
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026MAI Capital Management holds $73,122,297 across 28 Restaurants names. MCD ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
164,822 | $51,225,029 | |
| 2 | CAVA |
Cava Group, Inc.
|
72,242 | $5,844,377 | |
| 3 | SBUX |
Starbucks Corp
|
59,691 | $5,347,716 | |
| 4 | YUM |
Yum Brands Inc
|
20,518 | $3,190,138 | |
| 5 | DRI |
Darden Restaurants Inc
|
8,975 | $1,759,459 | |
| 6 | DPZ |
Dominos Pizza Inc
|
4,590 | $1,646,846 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
46,219 | $1,479,470 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
5,323 | $879,040 |
All Filings in MCD
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,079 | 100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $51,225,029 | 164,822 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,196,386 | 167,511 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $213,941 | 700 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $212,723 | 700 | Call | Sole | 2025-11-10 | |
| 2025-09-30 | $47,610,446 | 156,670 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,416,169 | 148,599 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $204,519 | 700 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $45,839,672 | 146,748 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $218,659 | 700 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $43,124,326 | 148,761 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $231,912 | 800 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $40,305,552 | 132,362 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $36,295,841 | 142,426 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $40,361,424 | 143,151 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $40,622,166 | 137,001 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $34,527,500 | 131,064 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,873,273 | 130,268 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $36,031,663 | 128,864 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $33,252,742 | 126,182 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $28,678,905 | 124,291 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $26,925,720 | 109,064 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $25,896,150 | 104,724 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $27,019,311 | 100,792 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $80,421 | 300 | Call | Sole | 2022-02-11 | |
| 2021-09-30 | $23,502,438 | 97,476 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,267,942 | 92,073 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $20,345,860 | 90,773 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $13,741,703 | 64,040 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,438,933 | 61,228 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $10,320,912 | 55,949 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $7,528,716 | 45,532 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||