Position in MCD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$501,125,565
+$20,061,806 QoQ
Shares Held
1,612,425
+2.4% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Jun 30, 2025CallValue
$584,340
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $958,768,139 across 24 Restaurants names. MCD ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,612,425 | $501,125,565 | |
| 2 | SBUX |
Starbucks Corp
|
2,596,455 | $232,616,403 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
1,297,315 | $41,527,053 | |
| 4 | YUM |
Yum Brands Inc
|
265,997 | $41,357,213 | |
| 5 | BROS |
Dutch Bros Inc.
|
575,423 | $29,150,929 | |
| 6 | DRI |
Darden Restaurants Inc
|
143,326 | $28,097,629 | |
| 7 | CAVA |
Cava Group, Inc.
|
222,400 | $17,992,160 | |
| 8 | DPZ |
Dominos Pizza Inc
|
43,764 | $15,702,085 |
All Filings in MCD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,125,565 | 1,612,425 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $481,063,759 | 1,574,007 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $459,196,935 | 1,511,063 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $399,697,325 | 1,368,030 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $584,340 | 2,000 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $409,820,381 | 1,311,971 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $361,602,408 | 1,247,378 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $357,451,804 | 1,173,859 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $281,770,217 | 1,105,675 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $288,115,682 | 1,021,868 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $288,613,345 | 973,368 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $237,683,734 | 902,231 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $248,030,036 | 831,172 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $218,113,415 | 780,063 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $183,373,924 | 695,837 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $153,246,893 | 664,154 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $157,100,853 | 636,345 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $148,118,494 | 598,991 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $156,653,942 | 584,377 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $136,454,034 | 565,941 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $119,674,302 | 518,093 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $106,740,399 | 476,222 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $96,675,371 | 450,533 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $86,449,648 | 393,866 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $221,364 | 1,200 | Put | Sole | 2020-08-13 | |
| 2020-06-30 | $67,139,701 | 363,960 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $54,830,556 | 331,603 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||