Position in MCD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,916,697
+$953,899 QoQ
Shares Held
15,820
+22.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51.415929203539825.ToString("F0")%
Shared 42.76232616940582.ToString("F0")%
None 5.821744627054361.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $11,811,237 across 14 Restaurants names. MCD ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
15,820 | $4,916,697 | |
| 2 | SBUX |
Starbucks Corp
|
21,494 | $1,925,647 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,450 | $676,338 | |
| 4 | YUM |
Yum Brands Inc
|
3,772 | $586,470 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,358 | $554,540 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
15,314 | $490,201 | |
| 7 | CAVA |
Cava Group, Inc.
|
6,033 | $488,069 | |
| 8 | EAT |
Brinker International, Inc
|
3,402 | $485,703 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,916,697 | 15,820 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,962,798 | 12,966 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $3,453,405 | 11,364 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $2,990,651 | 10,236 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,430,446 | 10,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,663,629 | 12,638 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,754,302 | 12,329 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,088,405 | 12,119 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,427,102 | 12,155 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,493,183 | 11,781 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,270,080 | 12,413 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,872,466 | 12,977 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,454,861 | 12,356 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,932,561 | 11,128 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,741,191 | 11,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,787,027 | 11,289 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $3,118,200 | 12,610 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,441,482 | 12,838 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $2,608,086 | 10,817 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,959,257 | 8,482 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,838,172 | 8,201 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,438,329 | 6,703 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,475,192 | 6,721 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,268,600 | 6,877 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,252,856 | 7,577 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||