Position in MCD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,813,239
-$269,364 QoQ
Shares Held
6,708
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,367
of 3,448 holders
Holding Since
Dec 2025
3 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, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $3,443,093 across 3 Restaurants names. MCD ranks #1 (52.7% of the industry book) .
All Filings in MCD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,813,239 | 6,708 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,082,603 | 6,701 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,041,608 | 6,680 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||