Position in MCD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,664,839
-$249,316 QoQ
Shares Held
6,159
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,416
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $2,282,869 across 2 Restaurants names. MCD ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
6,159 | $1,664,839 | |
| 2 | DRI |
Darden Restaurants Inc
|
3,000 | $618,030 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,839 | 6,159 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,914,155 | 6,159 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,882,375 | 6,159 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,871,354 | 6,158 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,799,182 | 6,158 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,923,574 | 6,158 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,785,142 | 6,158 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,875,172 | 6,158 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,582,046 | 6,208 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,750,345 | 6,208 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,796,257 | 6,058 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $1,701,295 | 6,458 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $1,956,972 | 6,558 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,833,682 | 6,558 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $1,728,229 | 6,558 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $1,524,729 | 6,608 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $1,656,071 | 6,708 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $1,658,754 | 6,708 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,798,213 | 6,708 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $1,918,753 | 7,958 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $1,838,218 | 7,958 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,884,569 | 8,408 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $1,825,646 | 8,508 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,867,420 | 8,508 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,578,694 | 8,558 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,745,765 | 10,558 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||