Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,288,081
-$2,273,617 QoQ
Shares Held
33,103
-19.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Advisors Asset Management, Inc. holds $25,585,629 across 16 Restaurants names. MCD ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
33,103 | $10,288,081 | |
| 2 | WEN |
Wendy's Co
|
872,223 | $6,061,949 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
101,925 | $3,262,619 | |
| 4 | DRI |
Darden Restaurants Inc
|
16,017 | $3,139,972 | |
| 5 | YUM |
Yum Brands Inc
|
3,821 | $594,089 | |
| 6 | SBUX |
Starbucks Corp
|
5,355 | $479,754 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,689 | $444,061 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
7,787 | $379,849 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,288,081 | 33,103 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,561,698 | 41,101 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,038,500 | 36,324 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,190,695 | 38,302 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,461,064 | 39,892 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,752,889 | 37,093 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,405,128 | 40,738 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,298,068 | 48,258 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,684,032 | 55,627 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,741,804 | 63,208 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,610,191 | 70,643 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,699,778 | 72,718 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,667,652 | 73,916 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,432,894 | 81,330 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,696,400 | 81,028 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $19,260,343 | 78,015 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $20,555,150 | 83,125 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $22,521,096 | 84,012 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $19,963,425 | 82,798 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,710,243 | 98,317 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $24,492,674 | 109,274 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $25,807,965 | 120,272 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $28,643,883 | 130,502 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $25,505,744 | 138,265 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $23,379,167 | 141,392 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||