Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,885,976
-$1,152,550 QoQ
Shares Held
14,376
-11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#929
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Johnson Financial Group, Inc. holds $4,379,634 across 7 Restaurants names. MCD ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
14,376 | $3,885,976 | |
| 2 | SBUX |
Starbucks Corp
|
3,205 | $327,518 | |
| 3 | DRI |
Darden Restaurants Inc
|
619 | $127,520 | |
| 4 | YUM |
Yum Brands Inc
|
106 | $16,945 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
404 | $13,736 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
21 | $4,057 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
95 | $3,882 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,885,976 | 14,376 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $5,038,526 | 16,212 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,853,098 | 15,879 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,778,669 | 15,725 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,217,571 | 17,858 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,170,243 | 19,753 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,809,685 | 20,041 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,776,250 | 18,969 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,509,393 | 17,695 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,291,688 | 8,128 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,660,583 | 8,973 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,168,637 | 8,232 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,260,184 | 4,223 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,595,173 | 5,705 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $698,089 | 2,649 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $611,229 | 2,649 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,317,844 | 5,338 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,318,743 | 5,333 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,253,227 | 4,675 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,127,188 | 4,675 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,091,427 | 4,725 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,008,853 | 4,501 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,577,805 | 7,353 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,614,568 | 7,356 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,857,243 | 10,068 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,165,221 | 7,047 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||