Position in MCD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$929,866
+$55,614 QoQ
Shares Held
3,440
+22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,834
of 3,443 holders
Holding Since
Jun 2020
24 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 Jun 30, 2026Transamerica Financial Advisors, LLC holds $2,333,529 across 22 Restaurants names. MCD ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
10,744 | $1,097,929 | |
| 2 | MCD |
Mcdonalds Corp
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|
3,440 | $929,866 | |
| 3 | EAT |
Brinker International, Inc
|
659 | $110,712 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
1,020 | $73,960 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
1,116 | $37,944 | |
| 6 | DRI |
Darden Restaurants Inc
|
165 | $33,991 | |
| 7 | YUM |
Yum Brands Inc
|
79 | $12,628 | |
| 8 | DPZ |
Dominos Pizza Inc
|
39 | $11,545 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,866 | 3,440 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $874,252 | 2,813 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $795,249 | 2,602 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $770,968 | 2,537 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $646,572 | 2,213 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $704,081 | 2,254 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $719,796 | 2,483 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $768,887 | 2,525 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $674,561 | 2,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $746,321 | 2,647 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,650,374 | 5,566 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,795,080 | 6,814 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,362,511 | 7,917 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,672,512 | 9,558 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,558,876 | 9,710 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,118,396 | 4,847 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,065,040 | 4,314 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $741 | 3 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $804 | 3 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $723 | 3 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $692 | 3 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $672 | 3 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $643 | 3 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $922 | 5 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||