Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,312,814
-$1,728,046 QoQ
Shares Held
64,048
+4.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#422
of 3,443 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $45,290,631 across 15 Restaurants names. MCD ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
64,048 | $17,312,814 | |
| 2 | SBUX |
Starbucks Corp
|
107,953 | $11,031,717 | |
| 3 | DRI |
Darden Restaurants Inc
|
21,004 | $4,327,034 | |
| 4 | YUM |
Yum Brands Inc
|
26,029 | $4,160,995 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
29,098 | $2,109,895 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
35,350 | $1,201,900 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
26,929 | $1,100,588 | |
| 8 | EAT |
Brinker International, Inc
|
5,726 | $961,968 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,312,814 | 64,048 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $19,040,860 | 61,266 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,759,875 | 61,381 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,408,440 | 60,576 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,457,547 | 63,174 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $20,364,025 | 65,192 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,312,351 | 63,170 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $20,448,760 | 67,153 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $16,667,555 | 65,404 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,262,747 | 64,773 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $18,107,272 | 61,068 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,985,275 | 60,679 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,904,898 | 60,001 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,701,549 | 63,308 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,862,828 | 56,399 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,974,510 | 56,230 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,579,387 | 55,004 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,553,663 | 50,767 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,046,063 | 52,397 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,357,486 | 47,105 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,767,038 | 33,625 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,897,460 | 30,773 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,429,188 | 34,622 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,378,382 | 24,504 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,564,710 | 24,745 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||