Position in MCD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$427,232,135
+$13,680,209 QoQ
Shares Held
1,374,665
+1.6% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$151,945
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026HighTower Advisors, LLC holds $658,267,620 across 21 Restaurants names. MCD ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,374,665 | $427,232,135 | |
| 2 | SBUX |
Starbucks Corp
|
2,179,958 | $195,302,437 | |
| 3 | YUM |
Yum Brands Inc
|
67,823 | $10,545,120 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
158,595 | $5,076,625 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
74,818 | $3,649,622 | |
| 6 | DRI |
Darden Restaurants Inc
|
18,384 | $3,603,999 | |
| 7 | CAVA |
Cava Group, Inc.
|
40,925 | $3,310,832 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
11,901 | $1,965,331 |
All Filings in MCD
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,232,135 | 1,374,665 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $413,551,926 | 1,353,113 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $151,945 | 500 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $406,423,397 | 1,337,403 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $642,774 | 2,200 | Call | Sole | 2025-08-11 | |
| 2025-06-30 | $362,302,486 | 1,240,040 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $386,663,143 | 1,237,837 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $349,261,211 | 1,204,806 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $144,945 | 500 | Put | Sole | 2025-02-07 | |
| 2024-09-30 | $152,255 | 500 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $91,353 | 300 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $320,782,405 | 1,053,438 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $247,296,226 | 970,398 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $277,500,829 | 984,220 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $329,274,651 | 1,110,501 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $305,340,922 | 1,159,053 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $337,796,837 | 1,131,989 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $314,675,890 | 1,125,410 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $296,759,024 | 1,126,092 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $65,882 | 250 | Put | Sole | 2023-02-09 | |
| 2022-09-30 | $2,307 | 10 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $245,137,483 | 1,062,397 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $74,064 | 300 | Call | Sole | 2022-08-10 | |
| 2022-06-30 | $259,266,957 | 1,050,174 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $273,366,803 | 1,105,495 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $536 | 2 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $302,095,857 | 1,126,929 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $96,444 | 400 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $241,082,513 | 999,886 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $225,160,967 | 974,765 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $211,453,451 | 943,399 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $202,033,078 | 941,528 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $195,294,958 | 889,767 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $36,894 | 200 | Call | Sole | 2020-08-10 | |
| 2020-06-30 | $154,157,889 | 835,680 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $135,862,142 | 821,664 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||