Diversified Trust Co

Bank

Position in MCD — Mcdonalds Corp

CIK 1479844 MEMPHIS, TN

Position in MCD

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,575,242

-$420,152 QoQ

Shares Held

9,527

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,151

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Consumer Cyclical · as of Jun 30, 2026

Diversified Trust Co holds $9,528,723 across 9 Restaurants names. MCD ranks #1 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	9,527	$2,575,242
2	CAVA	Cava Group, Inc.	23,831	$1,870,256
3	WING	Wingstop Inc.	8,083	$1,401,673
4	EAT	Brinker International, Inc	6,093	$1,023,624
5	SBUX	Starbucks Corp	9,957	$1,017,505
6	YUM	Yum Brands Inc	3,757	$600,594
7	TXRH	Texas Roadhouse, Inc.	2,283	$441,144
8	FWRG	First Watch Restaurant Group, Inc.	24,260	$312,711

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,575,242	9,527	-1.2%	Shares	Sole	2026-07-17
2026-03-31	$2,995,394	9,638	-2.7%	Shares	Sole	2026-04-16
2025-12-31	$3,027,875	9,907	+3.1%	Shares	Sole	2026-01-09
2025-09-30	$2,920,989	9,612	+4.8%	Shares	Sole	2025-10-20
2025-06-30	$2,679,783	9,172	-1.3%	Shares	Sole	2025-07-11
2025-03-31	$2,902,854	9,293	+10.2%	Shares	Sole	2025-04-24
2024-12-31	$2,444,642	8,433	+4.4%	Shares	Sole	2025-01-07
2024-09-30	$2,459,831	8,078	+2.0%	Shares	Sole	2024-10-07
2024-06-30	$2,017,568	7,917	+5.8%	Shares	Sole	2024-07-16
2024-03-31	$2,108,985	7,480	-50.1%	Shares	Sole	2024-04-18
2023-12-31	$4,441,422	14,979	+11.9%	Shares	Sole	2024-01-08
2023-09-30	$3,525,880	13,384	-7.9%	Shares	Sole	2023-11-17
2023-06-30	$4,337,090	14,534	+6.1%	Shares	Sole	2023-07-18
2023-03-31	$3,831,775	13,704	+0.8%	Shares	Sole	2023-04-07
2022-12-31	$3,582,426	13,594	+14.9%	Shares	Sole	2023-01-17
2022-09-30	$2,730,345	11,833	+10.0%	Shares	Sole	2022-10-14
2022-06-30	$2,655,441	10,756	+1.7%	Shares	Sole	2022-07-12
2022-03-31	$2,615,975	10,579	-33.7%	Shares	Sole	2022-04-07
2021-12-31	$4,277,861	15,958	+17.4%	Shares	Sole	2022-01-13
2021-09-30	$3,278,131	13,596	-53.6%	Shares	Sole	2022-01-13
2021-06-30	$6,772,164	29,318	+2.1%	Shares	Sole	2021-07-20
2021-03-31	$6,437,973	28,723	+7.0%	Shares	Sole	2021-05-10
2020-12-31	$5,759,756	26,842	-12.3%	Shares	Sole	2021-01-08
2020-09-30	$6,719,466	30,614	+14.8%	Shares	Sole	2020-10-15
2020-06-30	$4,918,892	26,665	+4.9%	Shares	Sole	2020-07-07
2020-03-31	$4,203,197	25,420	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.