Position in MCD
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,805,120
-$120,407 QoQ
Shares Held
15,461
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $57,222,754 across 14 Restaurants names. MCD ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
280,737 | $25,151,224 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
113,100 | $8,358,089 | |
| 3 | MCD |
Mcdonalds Corp
This page
|
15,461 | $4,805,120 | |
| 4 | DRI |
Darden Restaurants Inc
|
21,458 | $4,206,625 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
17,532 | $2,895,233 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
87,291 | $2,794,183 | |
| 7 | WING |
Wingstop Inc.
|
12,424 | $1,925,344 | |
| 8 | CAKE |
Cheesecake Factory Inc
|
33,626 | $1,841,023 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,805,120 | 15,461 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $4,925,527 | 16,116 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $4,388,774 | 14,442 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $4,218,346 | 14,438 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $4,495,624 | 14,392 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $4,124,551 | 14,228 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $4,388,899 | 14,413 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $3,603,688 | 14,141 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $4,697,002 | 16,659 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $5,307,821 | 17,901 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,754,825 | 18,049 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $5,775,423 | 19,354 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $6,211,252 | 22,214 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $5,998,201 | 22,761 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $5,064,277 | 21,948 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,362,366 | 17,670 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $4,305,140 | 17,410 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $5,298,131 | 19,764 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,474,508 | 10,263 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,343,158 | 10,144 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,205,534 | 9,840 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $6,407,140 | 29,859 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $6,308,357 | 28,741 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $5,345,383 | 28,977 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $5,284,253 | 31,958 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||