Position in MCD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,554,260
-$588,206 QoQ
Shares Held
5,001
-28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Southeast Asset Advisors, LLC holds $3,756,222 across 2 Restaurants names. MCD ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTLO |
Portillo's Inc.
|
416,250 | $2,201,962 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
5,001 | $1,554,260 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,554,260 | 5,001 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,142,466 | 7,010 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,128,141 | 7,003 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,043,729 | 6,995 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,870,471 | 5,988 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,733,832 | 5,981 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,848,071 | 6,069 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,544,840 | 6,062 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,706,643 | 6,053 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,792,402 | 6,045 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,536,382 | 5,832 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,738,238 | 5,825 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,627,050 | 5,819 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,145,828 | 4,348 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,001,642 | 4,341 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,084,296 | 4,392 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,069,980 | 4,327 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,157,794 | 4,319 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,041,112 | 4,318 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $994,411 | 4,305 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $593,522 | 2,648 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $566,491 | 2,640 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $522,825 | 2,382 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $438,116 | 2,375 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $345,746 | 2,091 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||