Position in MCD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,939,298
-$1,624,518 QoQ
Shares Held
36,770
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#552
of 3,443 holders
Holding Since
Jun 2020
24 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, 2026J.W. COLE ADVISORS, INC. holds $18,326,466 across 6 Restaurants names. MCD ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
36,770 | $9,939,298 | |
| 2 | DRI |
Darden Restaurants Inc
|
16,005 | $3,297,190 | |
| 3 | SBUX |
Starbucks Corp
|
29,261 | $2,990,181 | |
| 4 | YUM |
Yum Brands Inc
|
8,458 | $1,352,095 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
14,014 | $476,476 | |
| 6 | BROS |
Dutch Bros Inc.
|
3,777 | $271,226 |
All Filings in MCD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,939,298 | 36,770 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $11,563,816 | 37,836 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,177,480 | 40,072 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,156,219 | 38,184 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,040,924 | 28,943 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,424,082 | 25,610 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,749,779 | 25,450 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,013,459 | 23,597 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,656,762 | 20,063 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,557,783 | 18,744 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,357,561 | 16,541 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,974,196 | 16,669 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,905,198 | 17,543 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,446,014 | 16,871 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,972,419 | 17,216 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,256,458 | 17,241 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,191,396 | 16,950 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $4,589,894 | 17,122 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,144,198 | 17,188 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,362,752 | 14,558 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,381,151 | 15,085 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,576,834 | 16,669 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,200,153 | 28,248 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,037,667 | 16,467 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||