Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$616,847
-$92,375 QoQ
Shares Held
2,282
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,169
of 3,448 holders
Holding Since
Sep 2024
8 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, 2026Baker Ellis Asset Management LLC holds $1,642,419 across 3 Restaurants names. MCD ranks #1 (37.6% of the industry book) .
All Filings in MCD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,847 | 2,282 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $709,222 | 2,282 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $697,447 | 2,282 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $632,698 | 2,082 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $367,549 | 1,258 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $424,198 | 1,358 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $391,351 | 1,350 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $411,088 | 1,350 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||