HENNESSY ADVISORS INC

Position in MCD — Mcdonalds Corp

CIK 1145255 NOVATO, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,554,282

-$92,905 QoQ

Shares Held

5,750

+8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,480

of 3,461 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HENNESSY ADVISORS INC holds $61,914,087 across 4 Restaurants names. MCD ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAKE	Cheesecake Factory Inc	646,700	$51,438,518
2	SBUX	Starbucks Corp	61,900	$6,325,561
3	DRI	Darden Restaurants Inc	12,600	$2,595,726
4	MCD	Mcdonalds Corp This page	5,750	$1,554,282

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,554,282	5,750	+8.5%	Shares	Sole	2026-07-16
2026-03-31	$1,647,187	5,300	-77.9%	Shares	Sole	2026-04-21
2025-12-31	$7,335,120	24,000	-22.3%	Shares	Sole	2026-01-27
2025-09-30	$9,390,201	30,900	-1.0%	Shares	Sole	2025-10-20
2025-06-30	$9,115,704	31,200	0.0%	Shares	Sole	2025-07-21
2025-03-31	$9,745,944	31,200	+383.7%	Shares	Sole	2025-04-16
2024-12-31	$1,869,790	6,450	-70.0%	Shares	Sole	2025-01-15
2021-12-31	$5,763,505	21,500	-2.3%	Shares	Sole	2022-01-25
2021-09-30	$5,304,420	22,000	-1.3%	Shares	Sole	2021-10-12
2021-06-30	$5,151,077	22,300	0.0%	Shares	Sole	2021-07-28
2021-03-31	$4,998,322	22,300	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.