Position in MCD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,971,271
-$1,784,992 QoQ
Shares Held
18,391
-15.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#818
of 3,443 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $15,039,511 across 9 Restaurants names. MCD ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
18,391 | $4,971,271 | |
| 2 | SBUX |
Starbucks Corp
|
29,151 | $2,978,940 | |
| 3 | YUMC |
Yum China Holdings, Inc.
|
49,429 | $2,020,163 | |
| 4 | YUM |
Yum Brands Inc
|
8,723 | $1,394,458 | |
| 5 | DPZ |
Dominos Pizza Inc
|
3,593 | $1,063,671 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
24,203 | $822,902 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
10,557 | $765,488 | |
| 8 | DRI |
Darden Restaurants Inc
|
3,673 | $756,674 |
All Filings in MCD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,971,271 | 18,391 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,756,263 | 21,739 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,806,664 | 18,999 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,234,505 | 17,225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,455,300 | 15,249 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,469,181 | 11,106 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,217,489 | 11,099 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,085,599 | 10,133 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,485,454 | 9,753 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,814,142 | 9,981 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,844,420 | 9,593 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||