CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in MCD — Mcdonalds Corp

CIK 1442056 ST. LOUIS, MO

Position in MCD

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$17,800,724

-$3,924,118 QoQ

Shares Held

65,853

-5.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#419

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $18,237,650 across 3 Restaurants names. MCD ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	65,853	$17,800,724
2	YUMC	Yum China Holdings, Inc.	6,395	$261,235
3	ARCO	Arcos Dorados Holdings Inc.	21,798	$175,691

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,800,724	65,853	-5.8%	Shares	Sole	2026-07-01
2026-03-31	$21,724,842	69,902	-5.3%	Shares	Sole	2026-04-01
2025-12-31	$22,551,826	73,788	-3.2%	Shares	Sole	2026-01-05
2025-09-30	$23,176,170	76,265	-2.5%	Shares	Sole	2025-10-14
2025-06-30	$22,848,278	78,202	-2.5%	Shares	Sole	2025-07-01
2025-03-31	$25,056,447	80,214	-3.5%	Shares	Sole	2025-04-01
2024-12-31	$24,092,757	83,110	-1.4%	Shares	Sole	2025-01-02
2024-09-30	$25,677,805	84,325	-0.3%	Shares	Sole	2024-10-31
2024-06-30	$21,551,054	84,567	+1.2%	Shares	Sole	2024-07-01
2024-03-31	$23,559,742	83,560	-1.6%	Shares	Sole	2024-04-01
2023-12-31	$25,176,367	84,909	-0.4%	Shares	Sole	2024-11-05
2023-09-30	$22,457,996	85,249	-0.6%	Shares	Sole	2023-10-10
2023-06-30	$25,582,987	85,731	+0.3%	Shares	Sole	2023-07-03
2023-03-31	$23,907,773	85,504	+1.0%	Shares	Sole	2023-04-04
2022-12-31	$22,301,753	84,627	+0.4%	Shares	Sole	2023-01-04
2022-09-30	$19,444,459	84,270	+0.6%	Shares	Sole	2022-10-03
2022-06-30	$20,679,656	83,764	+0.7%	Shares	Sole	2022-07-12
2022-03-31	$20,559,848	83,144	+0.9%	Shares	Sole	2022-04-04
2021-12-31	$22,079,049	82,363	-21.7%	Shares	Sole	2022-01-04
2021-09-30	$25,375,139	105,243	-17.1%	Shares	Sole	2021-10-04
2021-06-30	$29,307,087	126,876	+1.3%	Shares	Sole	2021-07-01
2021-03-31	$28,069,500	125,232	+0.8%	Shares	Sole	2021-04-05
2020-12-31	$26,671,864	124,298	-1.6%	Shares	Sole	2021-01-25
2020-09-30	$27,738,487	126,377	-1.5%	Shares	Sole	2020-10-19
2020-06-30	$23,664,733	128,285	+0.3%	Shares	Sole	2020-07-01
2020-03-31	$21,158,020	127,959	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.