Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$37,429,014
-$6,213,360 QoQ
Shares Held
138,467
-1.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#263
of 3,443 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $76,224,444 across 13 Restaurants names. MCD ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
138,467 | $37,429,014 | |
| 2 | SBUX |
Starbucks Corp
|
170,635 | $17,437,190 | |
| 3 | BROS |
Dutch Bros Inc.
|
59,122 | $4,245,550 | |
| 4 | DPZ |
Dominos Pizza Inc
|
13,301 | $3,937,628 | |
| 5 | YUM |
Yum Brands Inc
|
24,127 | $3,856,942 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
90,864 | $3,089,376 | |
| 7 | SHAK |
Shake Shack Inc.
|
30,698 | $1,719,701 | |
| 8 | CAVA |
Cava Group, Inc.
|
11,563 | $907,464 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,429,014 | 138,467 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $43,642,374 | 140,424 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $44,018,055 | 144,024 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $43,605,783 | 143,492 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $40,821,408 | 139,718 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $37,741,480 | 120,823 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $34,686,787 | 119,655 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $33,644,091 | 110,486 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $28,124,397 | 110,361 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $30,060,381 | 106,616 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,867,412 | 107,475 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $28,305,837 | 107,447 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $32,065,348 | 107,454 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $29,416,090 | 105,204 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $28,498,661 | 108,142 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $25,034,136 | 108,495 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $26,750,188 | 108,353 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $26,461,680 | 107,011 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $28,844,600 | 107,601 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $25,665,677 | 106,448 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,475,700 | 105,960 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $24,506,122 | 109,334 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $19,009,642 | 88,590 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $19,081,582 | 86,936 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $15,864,051 | 85,998 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $16,901,250 | 102,215 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||