Position in MCD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,604,337
-$1,322,861 QoQ
Shares Held
20,733
-7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#753
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Choate Investment Advisors holds $8,563,437 across 6 Restaurants names. MCD ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
20,733 | $5,604,337 | |
| 2 | YUM |
Yum Brands Inc
|
7,710 | $1,232,520 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,696 | $703,664 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
8,920 | $364,560 | |
| 5 | SBUX |
Starbucks Corp
|
3,475 | $355,110 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,472 | $303,246 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,604,337 | 20,733 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,927,198 | 22,289 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,110,481 | 23,265 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,360,823 | 24,222 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,080,739 | 24,235 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,341,007 | 23,501 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,110,542 | 27,978 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,993,985 | 22,968 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,888,333 | 23,106 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,467,087 | 22,937 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,962,647 | 23,482 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,001,426 | 22,781 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,738,694 | 22,582 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,338,987 | 15,518 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,092,620 | 15,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,566,086 | 15,455 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,774,548 | 15,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,864,739 | 15,629 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,301,719 | 16,047 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,008,453 | 16,625 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,992,662 | 17,285 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,121,262 | 18,387 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,957,928 | 18,445 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,116,534 | 18,755 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,472,647 | 18,825 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,098,493 | 18,739 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||