Position in MCD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,803,925
-$554,471 QoQ
Shares Held
10,373
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#204
of 895 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $16,541,579 across 11 Restaurants names. MCD ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRUS |
Kura Sushi USA, Inc.
|
53,463 | $3,077,330 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
10,373 | $2,803,925 | |
| 3 | SBUX |
Starbucks Corp
|
22,570 | $2,306,427 | |
| 4 | CAVA |
Cava Group, Inc.
|
21,298 | $1,671,467 | |
| 5 | PZZA |
Papa Johns International Inc
|
41,485 | $1,525,403 | |
| 6 | FWRG |
First Watch Restaurant Group, Inc.
|
112,679 | $1,452,432 | |
| 7 | YUM |
Yum Brands Inc
|
8,185 | $1,308,453 | |
| 8 | DRI |
Darden Restaurants Inc
|
5,789 | $1,192,591 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,803,925 | 10,373 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $3,358,396 | 10,806 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,258,931 | 10,663 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $3,832,052 | 12,610 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $3,673,452 | 12,573 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $3,978,343 | 12,736 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $3,574,343 | 12,330 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $3,880,674 | 12,744 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $3,106,498 | 12,190 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $3,390,447 | 12,025 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $3,548,037 | 11,966 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $5,986,409 | 22,724 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $6,194,096 | 20,757 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $5,778,699 | 20,667 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $5,431,879 | 20,612 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $4,844,616 | 20,996 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $4,798,606 | 19,437 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $4,812,562 | 19,462 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $5,721,953 | 21,345 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $16,934,842 | 70,237 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $16,238,596 | 70,300 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $15,763,765 | 70,330 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $15,088,621 | 70,317 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $15,433,877 | 70,317 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $12,945,181 | 70,175 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $11,891,971 | 71,920 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||