Position in MCD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,582,465
-$1,161,611 QoQ
Shares Held
28,051
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#641
of 3,448 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $22,767,133 across 7 Restaurants names. MCD ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
147,166 | $15,038,893 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
28,051 | $7,582,465 | |
| 3 | YUM |
Yum Brands Inc
|
656 | $104,868 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
537 | $21,947 | |
| 5 | BROS |
Dutch Bros Inc.
|
200 | $14,362 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
15 | $2,898 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
50 | $1,700 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,582,465 | 28,051 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,744,076 | 28,135 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,569,559 | 28,039 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,189,025 | 30,238 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,591,551 | 29,406 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,229,908 | 29,548 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,623,937 | 29,749 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,130,427 | 29,984 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,343,214 | 28,815 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,274,950 | 29,349 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,715,318 | 29,393 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,701,141 | 29,233 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,580,481 | 28,754 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $7,988,457 | 28,570 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7,628,139 | 28,946 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,778,910 | 29,379 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,244,446 | 29,344 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $7,353,859 | 29,739 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,173,454 | 30,490 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,406,416 | 30,718 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,151,219 | 30,959 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $6,489,542 | 30,243 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $6,542,338 | 29,807 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,547,566 | 30,073 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,934,044 | 29,840 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||