Position in MCD
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$829,809
+$26,003 QoQ
Shares Held
2,670
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,334,027 across 8 Restaurants names. MCD ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
2,670 | $829,809 | |
| 2 | SBUX |
Starbucks Corp
|
8,006 | $717,257 | |
| 3 | YUM |
Yum Brands Inc
|
3,926 | $610,414 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
2,095 | $102,194 | |
| 5 | BROS |
Dutch Bros Inc.
|
819 | $41,490 | |
| 6 | DRI |
Darden Restaurants Inc
|
84 | $16,467 | |
| 7 | DPZ |
Dominos Pizza Inc
|
30 | $10,763 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
176 | $5,633 |
All Filings in MCD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $829,809 | 2,670 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $803,806 | 2,630 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $616,896 | 2,030 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $607,713 | 2,080 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $649,729 | 2,080 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $601,521 | 2,075 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $571,260 | 1,876 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $512,483 | 2,011 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $325,652 | 1,155 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $342,469 | 1,155 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $304,273 | 1,155 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $344,663 | 1,155 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $379,151 | 1,356 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $357,346 | 1,356 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $274,811 | 1,191 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $300,206 | 1,216 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $298,961 | 1,209 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $318,467 | 1,188 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||