Position in MCD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$47,327,411
+$6,360,155 QoQ
Shares Held
152,281
+13.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.27%
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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $104,282,004 across 14 Restaurants names. MCD ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
152,281 | $47,327,411 | |
| 2 | SBUX |
Starbucks Corp
|
232,161 | $20,799,303 | |
| 3 | YUM |
Yum Brands Inc
|
70,327 | $10,934,441 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
153,936 | $7,508,998 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
227,223 | $7,273,408 | |
| 6 | DRI |
Darden Restaurants Inc
|
19,673 | $3,856,694 | |
| 7 | EAT |
Brinker International, Inc
|
13,844 | $1,976,507 | |
| 8 | DPZ |
Dominos Pizza Inc
|
4,173 | $1,497,230 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,327,411 | 152,281 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $40,967,256 | 134,042 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $38,006,610 | 125,067 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $35,021,249 | 119,866 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,594,768 | 107,548 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,332,568 | 94,286 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25,605,027 | 84,086 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,451,411 | 84,176 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $27,489,279 | 97,497 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,797,812 | 93,750 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,453,909 | 111,805 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,979,023 | 117,218 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $23,164,849 | 82,847 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $22,074,853 | 83,766 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,119,618 | 52,525 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,665,488 | 35,100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,911,723 | 27,951 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,006,446 | 29,867 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,510,569 | 22,855 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,975,568 | 17,211 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,291,944 | 14,687 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,529,039 | 11,786 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,456,532 | 11,192 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,125,451 | 6,101 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $157,743 | 954 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||