APPLETON PARTNERS INC/MA

Position in MCD — Mcdonalds Corp

CIK 1055290 BOSTON, MA

Position in MCD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,468,764

-$761,831 QoQ

Shares Held

16,532

-1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#860

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Cyclical · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $5,870,624 across 4 Restaurants names. MCD ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	16,532	$4,468,764
2	YUM	Yum Brands Inc	3,476	$555,673
3	SBUX	Starbucks Corp	5,305	$542,117
4	DRI	Darden Restaurants Inc	1,476	$304,070

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,468,764	16,532	-1.8%	Shares	Sole	2026-07-21
2026-03-31	$5,230,595	16,830	-4.8%	Shares	Sole	2026-04-28
2025-12-31	$5,400,482	17,670	+0.4%	Shares	Sole	2026-01-09
2025-09-30	$5,346,336	17,593	-0.6%	Shares	Sole	2025-11-05
2025-06-30	$5,170,240	17,696	-5.8%	Shares	Sole	2025-07-22
2025-03-31	$5,868,807	18,788	+0.9%	Shares	Sole	2025-04-22
2024-12-31	$5,399,201	18,625	-3.2%	Shares	Sole	2025-01-28
2024-09-30	$5,859,076	19,241	+9.1%	Shares	Sole	2024-10-01
2024-06-30	$4,494,867	17,638	-8.6%	Shares	Sole	2024-07-02
2024-03-31	$5,440,507	19,296	-12.5%	Shares	Sole	2024-04-01
2023-12-31	$6,538,935	22,053	-5.9%	Shares	Sole	2024-01-02
2023-09-30	$6,172,662	23,431	-2.7%	Shares	Sole	2023-10-03
2023-06-30	$7,182,728	24,070	-0.1%	Shares	Sole	2023-07-10
2023-03-31	$6,737,202	24,095	+4.1%	Shares	Sole	2023-04-10
2022-12-31	$6,099,138	23,144	-0.7%	Shares	Sole	2023-01-19
2022-09-30	$5,377,857	23,307	+7.4%	Shares	Sole	2022-10-27
2022-06-30	$5,357,049	21,699	+2.5%	Shares	Sole	2022-07-08
2022-03-31	$5,235,164	21,171	-4.0%	Shares	Sole	2022-04-05
2021-12-31	$5,909,603	22,045	-2.8%	Shares	Sole	2022-02-03
2021-09-30	$5,466,445	22,672	-2.1%	Shares	Sole	2021-10-14
2021-06-30	$5,346,956	23,148	+3.1%	Shares	Sole	2021-07-07
2021-03-31	$5,032,391	22,452	-0.7%	Shares	Sole	2021-04-19
2020-12-31	$4,852,726	22,615	+17.9%	Shares	Sole	2021-01-19
2020-09-30	$4,210,257	19,182	-4.2%	Shares	Sole	2020-10-14
2020-06-30	$3,693,458	20,022	-7.4%	Shares	Sole	2020-08-14
2020-03-31	$3,575,859	21,626	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.