Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$18,491,096
-$2,409,220 QoQ
Shares Held
68,407
+1.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#408
of 3,443 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $35,326,912 across 19 Restaurants names. MCD ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
68,407 | $18,491,096 | |
| 2 | SBUX |
Starbucks Corp
|
144,591 | $14,775,754 | |
| 3 | YUM |
Yum Brands Inc
|
9,386 | $1,500,445 | |
| 4 | DRI |
Darden Restaurants Inc
|
923 | $190,147 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
3,786 | $128,724 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
2,400 | $98,088 | |
| 7 | EAT |
Brinker International, Inc
|
425 | $71,400 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
261 | $18,925 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,491,096 | 68,407 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,900,316 | 67,249 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $20,405,692 | 66,766 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $20,666,039 | 68,005 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $20,691,187 | 70,819 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $22,513,130 | 72,072 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,697,566 | 71,398 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $21,821,186 | 71,660 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $18,502,658 | 72,605 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $20,365,812 | 72,232 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $21,392,010 | 72,146 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $19,131,276 | 72,621 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $22,137,844 | 74,186 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $20,793,197 | 74,365 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,793,378 | 71,314 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,486,142 | 71,449 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $17,641,304 | 71,457 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $17,318,996 | 70,038 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $18,989,274 | 70,837 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $17,493,494 | 72,554 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $16,936,417 | 73,321 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $16,544,894 | 73,815 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $15,613,913 | 72,765 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $16,015,965 | 72,969 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $13,488,815 | 73,122 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $12,059,471 | 72,933 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||