Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,027,666
-$2,166,867 QoQ
Shares Held
29,698
-9.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#623
of 3,448 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $39,519,476 across 11 Restaurants names. MCD ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
250,809 | $25,630,171 | |
| 2 | MCD |
Mcdonalds Corp
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|
29,698 | $8,027,666 | |
| 3 | YUM |
Yum Brands Inc
|
8,590 | $1,373,197 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
28,076 | $954,584 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
4,490 | $867,602 | |
| 6 | DRI |
Darden Restaurants Inc
|
3,561 | $733,601 | |
| 7 | EAT |
Brinker International, Inc
|
3,974 | $667,632 | |
| 8 | BROS |
Dutch Bros Inc.
|
6,588 | $473,084 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,027,666 | 29,698 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,194,533 | 32,802 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,444,271 | 30,901 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,526,039 | 31,347 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $8,982,182 | 30,743 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,554,773 | 30,588 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,064,570 | 31,269 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,225,130 | 30,295 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $7,236,691 | 28,397 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,886,987 | 27,973 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,981,752 | 26,919 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,120,256 | 27,028 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,207,767 | 27,505 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,664,389 | 27,411 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,162,481 | 27,179 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $6,767,968 | 27,414 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,282,890 | 25,408 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,971,428 | 26,006 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,389,290 | 22,352 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,845,246 | 20,976 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,262,583 | 23,479 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $4,766,680 | 22,214 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,521,274 | 20,599 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,838,082 | 20,806 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,399,430 | 20,559 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||