Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,168,550
+$6,507 QoQ
Shares Held
4,323
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,670
of 3,448 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $5,612,169 across 8 Restaurants names. MCD ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DPZ |
Dominos Pizza Inc
|
4,270 | $1,264,090 | |
| 2 | MCD |
Mcdonalds Corp
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|
4,323 | $1,168,550 | |
| 3 | EAT |
Brinker International, Inc
|
6,673 | $1,121,064 | |
| 4 | SBUX |
Starbucks Corp
|
6,961 | $711,344 | |
| 5 | YUM |
Yum Brands Inc
|
2,787 | $445,529 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
10,177 | $346,018 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,663 | $321,341 | |
| 8 | DRI |
Darden Restaurants Inc
|
1,137 | $234,233 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,550 | 4,323 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,162,043 | 3,739 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,054,729 | 3,451 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,006,483 | 3,312 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $881,184 | 3,016 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,368,704 | 26,791 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,687,013 | 26,517 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,087,785 | 26,560 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $533,125 | 2,092 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $599,425 | 2,126 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $606,659 | 2,046 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $542,686 | 2,060 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $645,759 | 2,164 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $598,924 | 2,142 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $655,399 | 2,487 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $557,698 | 2,417 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $626,828 | 2,539 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $452,275 | 1,829 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $530,778 | 1,980 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $440,749 | 1,828 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $413,010 | 1,788 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $241,398 | 1,077 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $236,896 | 1,104 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $308,602 | 1,406 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $247,927 | 1,344 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||