Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,753,315
-$7,747,912 QoQ
Shares Held
328,339
+5.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#157
of 3,461 holders
Holding Since
Sep 2020
23 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, 2026&PARTNERS holds $148,399,830 across 19 Restaurants names. MCD ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
328,339 | $88,753,315 | |
| 2 | SBUX |
Starbucks Corp
|
264,206 | $26,999,211 | |
| 3 | DRI |
Darden Restaurants Inc
|
37,412 | $7,707,246 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
183,338 | $6,233,492 | |
| 5 | BROS |
Dutch Bros Inc.
|
75,588 | $5,427,974 | |
| 6 | YUM |
Yum Brands Inc
|
19,558 | $3,126,541 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
36,253 | $2,628,705 | |
| 8 | DPZ |
Dominos Pizza Inc
|
5,804 | $1,718,216 |
All Filings in MCD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,753,315 | 328,339 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $96,501,227 | 310,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,024,581 | 301,098 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,803,339 | 272,478 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $73,163,458 | 250,414 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $63,027,519 | 201,772 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,395,708 | 184,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,969,580 | 101,703 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,406,638 | 44,760 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,949,197 | 10,460 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,126,144 | 3,798 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $299,267 | 1,136 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $338,396 | 1,134 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $298,064 | 1,066 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $273,544 | 1,038 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $254,044 | 1,101 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $238,732 | 967 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $229,475 | 928 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $248,232 | 926 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $216,516 | 898 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $212,741 | 921 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $205,984 | 919 | Shares | Sole | 2021-04-09 | |
| 2020-09-30 | $200,613 | 914 | Shares | Sole | 2020-10-05 | |
| No filing history on record for this holder in this stock. | ||||||