Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$344,645
-$109,108 QoQ
Shares Held
1,275
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,657
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $707,910 across 15 Restaurants names. MCD ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,275 | $344,645 | |
| 2 | YUM |
Yum Brands Inc
|
1,264 | $202,063 | |
| 3 | SBUX |
Starbucks Corp
|
524 | $53,547 | |
| 4 | DRI |
Darden Restaurants Inc
|
254 | $52,326 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,001 | $40,910 | |
| 6 | CAVA |
Cava Group, Inc.
|
129 | $10,123 | |
| 7 | EAT |
Brinker International, Inc
|
9 | $1,512 | |
| 8 | WEN |
Wendy's Co
|
63 | $522 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,645 | 1,275 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $453,753 | 1,460 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,260,723 | 4,125 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,251,419 | 4,118 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,297,819 | 4,442 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,114,536 | 3,568 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,889,043 | 9,966 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,646,496 | 8,691 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,454,109 | 9,630 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,690,366 | 9,542 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,948,791 | 9,945 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,564,851 | 9,736 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,986,785 | 10,009 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,723,960 | 9,742 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,466,042 | 16,947 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,880,816 | 16,819 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,197,947 | 17,004 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,995,797 | 16,159 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $747,647 | 2,789 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $816,157 | 3,385 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $695,279 | 3,010 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $678,247 | 3,026 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $615,844 | 2,870 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $715,098 | 3,258 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $659,111 | 3,573 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $529,450 | 3,202 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||