Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,642,047
-$4,304,800 QoQ
Shares Held
105,960
-0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#322
of 3,470 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $68,718,067 across 9 Restaurants names. MCD ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
105,960 | $28,642,047 | |
| 2 | SBUX |
Starbucks Corp
|
169,868 | $17,358,810 | |
| 3 | YUM |
Yum Brands Inc
|
41,051 | $6,562,412 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
191,947 | $6,526,198 | |
| 5 | DRI |
Darden Restaurants Inc
|
15,990 | $3,294,099 | |
| 6 | DPZ |
Dominos Pizza Inc
|
8,508 | $2,518,708 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
44,779 | $1,830,117 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
8,111 | $1,567,288 |
All Filings in MCD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,642,047 | 105,960 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,946,847 | 106,010 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,617,423 | 103,450 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $29,452,107 | 96,917 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $31,381,687 | 107,409 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $29,949,098 | 95,877 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $30,886,330 | 106,545 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $29,206,467 | 95,913 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,326,253 | 99,381 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $30,982,357 | 109,886 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $30,591,233 | 103,171 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $32,114,652 | 121,905 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,973,894 | 123,903 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $34,989,276 | 125,136 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $30,389,489 | 115,317 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $26,677,005 | 115,615 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,973,343 | 117,358 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||