Position in MCD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$345,356,165
-$60,580,328 QoQ
Shares Held
1,277,630
-2.2% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#59
of 3,461 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,249,445,234 across 21 Restaurants names. MCD ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
3,747,640 | $382,971,331 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
1,277,630 | $345,356,165 | |
| 3 | DRI |
Darden Restaurants Inc
|
624,118 | $128,574,549 | |
| 4 | DPZ |
Dominos Pizza Inc
|
247,574 | $73,291,806 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
983,870 | $71,340,413 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
1,669,067 | $56,748,278 | |
| 7 | YUM |
Yum Brands Inc
|
340,734 | $54,469,737 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
166,981 | $32,265,738 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,356,165 | 1,277,630 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $405,936,493 | 1,306,144 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $381,232,470 | 1,247,366 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $393,090,831 | 1,293,530 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $393,413,332 | 1,346,522 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $405,689,288 | 1,298,746 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $357,953,852 | 1,234,792 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $361,654,346 | 1,187,660 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $299,364,880 | 1,174,717 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $323,719,764 | 1,148,146 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $302,648,943 | 1,020,704 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $261,239,222 | 991,646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $245,598,591 | 823,024 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $235,854,949 | 843,514 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $215,050,230 | 816,037 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $133,536,160 | 578,730 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $133,613,431 | 541,208 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $121,201,819 | 490,140 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $152,400,207 | 568,509 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $129,839,422 | 538,507 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $100,175,743 | 433,680 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $101,723,025 | 453,837 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $84,278,869 | 392,762 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $80,471,838 | 366,631 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $64,849,875 | 351,547 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $73,165,390 | 442,488 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||