Edgestream Partners, L.P.

Position in MCD — Mcdonalds Corp

CIK 1535061 Princeton, NJ

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,734,062

-$50,117 QoQ

Shares Held

13,814

+13.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#954

of 3,448 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Edgestream Partners, L.P. holds $21,600,763 across 8 Restaurants names. MCD ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc	135,483	$4,606,422
2	DRI	Darden Restaurants Inc	19,647	$4,047,478
3	MCD	Mcdonalds Corp This page	13,814	$3,734,062
4	CAKE	Cheesecake Factory Inc	35,170	$2,797,421
5	SHAK	Shake Shack Inc.	43,067	$2,412,613
6	YUM	Yum Brands Inc	9,159	$1,464,157
7	SBUX	Starbucks Corp	13,099	$1,338,586
8	EAT	Brinker International, Inc	7,143	$1,200,024

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,734,062	13,814	+13.5%	Shares	Sole	2026-08-11
2026-03-31	$3,784,179	12,176	+5.8%	Shares	Sole	2026-05-18
2025-12-31	$3,517,495	11,509	-38.5%	Shares	Sole	2026-02-13
2025-09-30	$5,690,644	18,726	-58.9%	Shares	Sole	2025-11-12
2025-03-31	$14,217,832	45,516	+1932.0%	Shares	Sole	2025-05-02
2024-12-31	$649,353	2,240	+104.6%	Shares	Sole	2025-02-07
2023-12-31	$324,678	1,095	-62.2%	Shares	Sole	2024-02-14
2023-09-30	$762,131	2,893	+202.0%	Shares	Sole	2023-11-15
2023-03-31	$267,866	958	-73.1%	Shares	Sole	2023-05-15
2022-12-31	$939,220	3,564	-38.4%	Shares	Sole	2023-02-13
2022-09-30	$1,335,061	5,786	+46.3%	Shares	Sole	2022-11-14
2022-06-30	$976,163	3,954	-47.0%	Shares	Sole	2022-08-12
2022-03-31	$1,844,214	7,458	+77.1%	Shares	Sole	2022-05-13
2021-09-30	$1,015,314	4,211	+73.1%	Shares	Sole	2021-11-15
2020-12-31	$521,858	2,432	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.