Position in MCD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$961,222
-$185,903 QoQ
Shares Held
3,556
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,798
of 3,443 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026SOUTHERN MICHIGAN BANK & TRUST holds $1,293,619 across 8 Restaurants names. MCD ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,556 | $961,222 | |
| 2 | SBUX |
Starbucks Corp
|
2,036 | $208,058 | |
| 3 | YUM |
Yum Brands Inc
|
400 | $63,944 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,100 | $37,400 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
400 | $16,348 | |
| 6 | WING |
Wingstop Inc.
|
17 | $2,947 | |
| 7 | CBRL |
Cracker Barrel Old Country Store, Inc
|
40 | $2,132 | |
| 8 | SHAK |
Shake Shack Inc.
|
28 | $1,568 |
All Filings in MCD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,222 | 3,556 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,147,125 | 3,691 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||