Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,850,067
+$1,914,188 QoQ
Shares Held
69,735
+28.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#404
of 3,448 holders
Holding Since
Mar 2020
26 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, 2026MATHER GROUP, LLC. holds $22,151,459 across 12 Restaurants names. MCD ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
69,735 | $18,850,067 | |
| 2 | SBUX |
Starbucks Corp
|
15,410 | $1,574,747 | |
| 3 | YUM |
Yum Brands Inc
|
2,568 | $410,520 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
11,889 | $404,226 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
1,477 | $285,400 | |
| 6 | DPZ |
Dominos Pizza Inc
|
931 | $275,613 | |
| 7 | DRI |
Darden Restaurants Inc
|
932 | $192,001 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
2,807 | $114,722 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,850,067 | 69,735 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,935,879 | 54,493 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,871,387 | 55,202 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $16,730,663 | 55,055 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,481,211 | 52,987 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $16,942,324 | 54,238 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $15,721,314 | 54,232 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $17,182,281 | 56,426 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $14,986,375 | 58,807 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $14,634,896 | 51,906 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $15,673,222 | 52,859 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $13,873,277 | 52,662 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,089,400 | 50,566 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,477,087 | 51,776 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,275,060 | 50,374 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $11,898,338 | 51,566 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,991,072 | 52,621 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $12,428,540 | 50,261 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,425,749 | 50,083 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,215,114 | 50,662 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $11,390,578 | 49,312 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,497,821 | 46,836 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,784,905 | 40,940 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,445,975 | 38,480 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,581,336 | 35,677 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,487,966 | 33,190 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||