Position in MCD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$366,540
-$90,010 QoQ
Shares Held
1,356
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,596
of 3,448 holders
Holding Since
Sep 2024
8 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, 2026VestGen Investment Management holds $588,618 across 2 Restaurants names. MCD ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,356 | $366,540 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,078 | $222,078 |
All Filings in MCD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,540 | 1,356 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $456,550 | 1,469 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $442,246 | 1,447 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $325,466 | 1,071 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $222,633 | 762 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $226,780 | 726 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $227,273 | 784 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $212,547 | 698 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||