Position in MCD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,949,816
-$1,886,997 QoQ
Shares Held
29,410
-7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#626
of 3,448 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, 2026Crestwood Advisors Group, LLC holds $13,645,284 across 6 Restaurants names. MCD ranks #1 (58.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
29,410 | $7,949,816 | |
| 2 | SBUX |
Starbucks Corp
|
39,146 | $4,000,329 | |
| 3 | YUM |
Yum Brands Inc
|
5,121 | $818,643 | |
| 4 | DRI |
Darden Restaurants Inc
|
1,628 | $335,384 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,112 | $275,808 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,373 | $265,304 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,949,816 | 29,410 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $9,836,813 | 31,651 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $9,866,347 | 32,282 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $9,891,315 | 32,549 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,497,277 | 32,506 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $10,261,354 | 32,850 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $7,678,315 | 26,487 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $8,188,577 | 26,891 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $6,987,967 | 27,421 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $8,229,274 | 29,187 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $9,947,910 | 33,550 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $7,196,653 | 27,318 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $7,931,439 | 26,579 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,537,446 | 26,957 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,760,335 | 25,653 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,400,496 | 27,739 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,682,547 | 27,068 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $6,679,774 | 27,013 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $7,320,187 | 27,307 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,656,564 | 27,608 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,399,808 | 27,706 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,353,920 | 28,348 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $5,865,115 | 27,333 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,158,011 | 28,056 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $5,161,839 | 27,982 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,564,321 | 27,604 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||