Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$96,501,227
+$4,476,646 QoQ
Shares Held
310,503
+3.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026&PARTNERS holds $152,933,266 across 20 Restaurants names. MCD ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
310,503 | $96,501,227 | |
| 2 | SBUX |
Starbucks Corp
|
273,967 | $24,544,703 | |
| 3 | DRI |
Darden Restaurants Inc
|
32,247 | $6,321,701 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
181,635 | $5,814,136 | |
| 5 | BROS |
Dutch Bros Inc.
|
75,860 | $3,843,067 | |
| 6 | CAVA |
Cava Group, Inc.
|
41,908 | $3,390,357 | |
| 7 | DPZ |
Dominos Pizza Inc
|
7,857 | $2,819,013 | |
| 8 | YUM |
Yum Brands Inc
|
18,003 | $2,799,106 |
All Filings in MCD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||