Position in MCD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$29,960,777
-$25,980,205 QoQ
Shares Held
96,402
-47.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026ALPS ADVISORS INC holds $108,908,292 across 9 Restaurants names. MCD ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
96,402 | $29,960,777 | |
| 2 | DRI |
Darden Restaurants Inc
|
132,651 | $26,004,902 | |
| 3 | SBUX |
Starbucks Corp
|
287,299 | $25,739,117 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
108,859 | $17,976,975 | |
| 5 | WEN |
Wendy's Co
|
572,066 | $3,975,858 | |
| 6 | YUM |
Yum Brands Inc
|
24,064 | $3,741,470 | |
| 7 | BROS |
Dutch Bros Inc.
|
10,470 | $530,410 | |
| 8 | EAT |
Brinker International, Inc
|
3,441 | $491,271 |
All Filings in MCD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,960,777 | 96,402 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $55,940,982 | 184,083 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $50,648,546 | 173,353 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $55,394,133 | 177,335 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $51,285,889 | 176,915 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,043,554 | 95,378 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $13,012,894 | 51,063 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,499,842 | 51,427 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,464,182 | 52,154 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,667,267 | 51,880 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,111,229 | 80,799 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,700,976 | 81,188 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $22,561,593 | 85,613 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $20,714,222 | 89,773 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,318,062 | 94,451 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $444,362 | 1,797 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $505,848 | 1,887 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $405,547 | 1,682 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $328,467 | 1,422 | Shares | Defined | 2021-08-11 | |
| 2020-06-30 | $248,112 | 1,345 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $247,198 | 1,495 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||