Position in MCD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,086,375
-$150,879 QoQ
Shares Held
4,019
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#495
of 1,158 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $10,682,756 across 14 Restaurants names. MCD ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
46,518 | $4,753,674 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
14,563 | $2,814,008 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
33,664 | $1,144,576 | |
| 4 | MCD |
Mcdonalds Corp
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|
4,019 | $1,086,375 | |
| 5 | YUM |
Yum Brands Inc
|
1,585 | $253,378 | |
| 6 | DRI |
Darden Restaurants Inc
|
938 | $193,237 | |
| 7 | BROS |
Dutch Bros Inc.
|
2,030 | $145,774 | |
| 8 | CAVA |
Cava Group, Inc.
|
1,436 | $112,697 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,375 | 4,019 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,237,254 | 3,981 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,318,793 | 4,315 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,195,807 | 3,935 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,200,818 | 4,110 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,302,582 | 4,170 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,244,497 | 4,293 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,355,678 | 4,452 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,092,244 | 4,286 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,135,976 | 4,029 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,196,121 | 4,034 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,099,335 | 4,173 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,398,349 | 4,686 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,383,789 | 4,949 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,357,970 | 5,153 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,257,533 | 5,450 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,323,029 | 5,359 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,327,399 | 5,368 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,425,596 | 5,318 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,301,752 | 5,399 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,240,185 | 5,369 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,200,942 | 5,358 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,140,278 | 5,314 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,095,474 | 4,991 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $859,076 | 4,657 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $791,695 | 4,788 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||