Position in MCD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,361,451
-$1,019,255 QoQ
Shares Held
16,135
-6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#875
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NICOLET BANKSHARES INC holds $7,744,350 across 5 Restaurants names. MCD ranks #1 (56.3% of the industry book) .
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,361,451 | 16,135 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,380,706 | 17,313 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,861,897 | 6,092 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,327,797 | 7,660 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,198,871 | 7,526 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,420,867 | 7,750 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,386,954 | 8,234 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,484,192 | 8,158 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,185,253 | 8,575 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,423,078 | 8,594 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,586,160 | 8,722 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,279,809 | 8,654 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,035,426 | 10,172 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,418,067 | 8,648 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,269,783 | 8,613 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,955,290 | 8,474 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,107,120 | 8,535 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,114,985 | 8,553 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,075,397 | 7,742 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,839,187 | 7,628 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,718,334 | 7,439 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,618,514 | 7,221 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,444,337 | 6,731 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,534,674 | 6,992 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,351,796 | 7,328 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $1,253,849 | 7,583 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||