Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$78,417,471
-$40,398,477 QoQ
Shares Held
290,102
-24.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#173
of 3,447 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, 2026REGIONS FINANCIAL CORP holds $133,955,770 across 7 Restaurants names. MCD ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
290,102 | $78,417,471 | |
| 2 | DRI |
Darden Restaurants Inc
|
244,340 | $50,336,483 | |
| 3 | SBUX |
Starbucks Corp
|
17,751 | $1,813,974 | |
| 4 | YUM |
Yum Brands Inc
|
7,883 | $1,260,176 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
28,230 | $959,820 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
4,444 | $858,714 | |
| 7 | CAVA |
Cava Group, Inc.
|
3,939 | $309,132 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,417,471 | 290,102 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $118,815,948 | 382,303 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $115,478,322 | 377,837 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $115,398,580 | 379,738 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $108,895,849 | 372,714 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $116,078,877 | 371,607 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $102,332,618 | 353,005 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $107,571,201 | 353,260 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $90,540,064 | 355,282 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $99,954,939 | 354,513 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $105,082,253 | 354,397 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $93,510,398 | 354,959 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $106,037,008 | 355,340 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $99,229,394 | 354,885 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $90,776,597 | 344,464 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $52,042,483 | 225,546 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $55,748,465 | 225,812 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $57,481,719 | 232,456 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $62,135,676 | 231,789 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $56,435,894 | 234,067 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $55,723,334 | 241,237 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $55,986,809 | 249,785 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $54,528,210 | 254,116 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $56,114,373 | 255,658 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $47,943,752 | 259,900 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $42,516,114 | 257,128 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||