UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MCD — Mcdonalds Corp

CIK 1463217 IRVING, TX

Position in MCD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,743,821

+$799,517 QoQ

Shares Held

37,787

+5.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $74,915,025 across 12 Restaurants names. MCD ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	561,518	$50,306,397
2	MCD	Mcdonalds Corp This page	37,787	$11,743,821
3	DPZ	Dominos Pizza Inc	11,281	$4,047,509
4	DRI	Darden Restaurants Inc	16,005	$3,137,620
5	YUM	Yum Brands Inc	13,227	$2,056,533
6	CMG	Chipotle Mexican Grill Inc	31,979	$1,023,647
7	TXRH	Texas Roadhouse, Inc.	3,813	$629,678
8	BLMN	Bloomin' Brands, Inc.	112,349	$606,684

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,743,821	37,787	+5.5%	Shares	Defined	2026-05-15
2025-12-31	$10,944,304	35,809	+20.0%	Shares	Defined	2026-02-17
2025-09-30	$9,071,724	29,852	+6.3%	Shares	Defined	2025-11-14
2025-06-30	$8,201,211	28,070	-4.3%	Shares	Defined	2025-08-11
2025-03-31	$9,162,436	29,332	+3.6%	Shares	Defined	2025-05-13
2024-12-31	$8,209,684	28,320	-2.2%	Shares	Defined	2025-02-13
2024-09-30	$8,821,350	28,969	+2.2%	Shares	Defined	2024-11-12
2024-06-30	$7,222,420	28,341	-5.3%	Shares	Defined	2024-08-14
2024-03-31	$8,441,019	29,938	-1.1%	Shares	Defined	2024-05-15
2023-12-31	$8,975,654	30,271	-9.2%	Shares	Defined	2024-02-14
2023-09-30	$8,782,035	33,336	+10.0%	Shares	Defined	2023-11-14
2023-06-30	$9,043,016	30,304	-9.8%	Shares	Defined	2023-08-14
2023-03-31	$9,393,218	33,594	-35.0%	Shares	Defined	2023-08-15
2022-12-31	$13,618,966	51,679	-2.3%	Shares	Defined	2023-02-15
2022-09-30	$12,204,069	52,891	-4.4%	Shares	Defined	2022-11-14
2022-06-30	$13,662,092	55,339	+1.0%	Shares	Defined	2022-08-11
2022-03-31	$13,547,976	54,788	+2.1%	Shares	Defined	2022-05-16
2021-12-31	$14,383,027	53,654	-6.7%	Shares	Defined	2022-02-14
2021-09-30	$13,858,761	57,479	-3.0%	Shares	Defined	2021-11-15
2021-06-30	$13,682,692	59,235	-1.7%	Shares	Defined	2021-08-13
2021-03-31	$13,506,900	60,261	-2.8%	Shares	Defined	2021-05-14
2020-12-31	$13,305,247	62,006	-0.0%	Shares	Defined	2021-02-17
2020-09-30	$13,614,525	62,028	+9.8%	Shares	Defined	2020-11-13
2020-06-30	$10,425,506	56,516	-10.7%	Shares	Defined	2020-08-13
2020-03-31	$10,460,702	63,264	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.