Position in MCD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$17,860,733
-$1,866,351 QoQ
Shares Held
66,075
+4.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#417
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, 2026Prospera Financial Services Inc holds $25,452,004 across 7 Restaurants names. MCD ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
66,075 | $17,860,733 | |
| 2 | SBUX |
Starbucks Corp
|
42,847 | $4,378,534 | |
| 3 | BROS |
Dutch Bros Inc.
|
15,776 | $1,132,874 | |
| 4 | YUM |
Yum Brands Inc
|
6,158 | $984,417 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
8,186 | $593,566 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
12,170 | $413,780 | |
| 7 | SG |
Sweetgreen, Inc.
|
10,000 | $88,100 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,860,733 | 66,075 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $19,727,084 | 63,474 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $19,920,963 | 65,180 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,148,818 | 66,303 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $19,003,613 | 65,043 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $20,765,732 | 66,478 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,614,875 | 60,764 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,874,127 | 58,698 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,478,997 | 52,892 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,102,857 | 50,019 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $13,614,849 | 45,917 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,572,919 | 43,930 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,178,084 | 44,161 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,265,766 | 40,291 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,817,353 | 29,664 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,877,463 | 34,140 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,655,476 | 39,110 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,329,132 | 37,727 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,414,181 | 31,388 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,909,971 | 28,659 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,205,315 | 26,864 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,640,034 | 25,163 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,998,855 | 23,296 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $180,859 | 824 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,449,600 | 24,121 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,763,862 | 22,763 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||