Gradient Investments LLC

Position in MCD — Mcdonalds Corp

CIK 1542265 ARDEN HILLS, MN

Position in MCD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$33,130,815

-$5,778,539 QoQ

Shares Held

122,566

-2.1% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#290

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Gradient Investments LLC holds $66,753,896 across 5 Restaurants names. MCD ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	122,566	$33,130,815
2	SBUX	Starbucks Corp	295,201	$30,166,590
3	SHAK	Shake Shack Inc.	22,775	$1,275,855
4	CMG	Chipotle Mexican Grill Inc	35,349	$1,201,866
5	BROS	Dutch Bros Inc.	13,630	$978,770

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,130,815	122,566	-2.1%	Shares	Sole	2026-07-08
2026-03-31	$38,909,354	125,195	-1.4%	Shares	Sole	2026-04-13
2025-12-31	$38,796,672	126,940	+1.6%	Shares	Sole	2026-01-08
2025-09-30	$37,962,242	124,921	+3.0%	Shares	Sole	2025-10-06
2025-06-30	$35,442,850	121,309	+1.3%	Shares	Sole	2025-07-08
2025-03-31	$37,398,498	119,725	+3.4%	Shares	Sole	2025-04-09
2024-12-31	$33,564,623	115,784	-0.6%	Shares	Sole	2025-01-21
2024-09-30	$35,467,802	116,475	+3.8%	Shares	Sole	2024-10-15
2024-06-30	$28,586,167	112,173	+9.2%	Shares	Sole	2024-07-18
2024-03-31	$28,963,877	102,727	+102.0%	Shares	Sole	2024-04-23
2023-12-31	$15,079,312	50,856	+774.6%	Shares	Sole	2024-01-18
2023-09-30	$1,531,903	5,815	+1.1%	Shares	Sole	2023-10-27
2023-06-30	$1,715,559	5,749	-4.6%	Shares	Sole	2023-07-11
2023-03-31	$1,685,489	6,028	+1.8%	Shares	Sole	2023-04-17
2022-12-31	$1,560,361	5,921	-90.2%	Shares	Sole	2023-01-10
2022-09-30	$13,928,158	60,363	+2.8%	Shares	Sole	2022-10-14
2022-06-30	$14,495,065	58,713	+1.7%	Shares	Sole	2022-07-11
2022-03-31	$14,270,528	57,710	+4.9%	Shares	Sole	2022-05-26
2021-12-31	$14,743,045	54,997	+1.1%	Shares	Sole	2022-01-12
2021-09-30	$13,116,625	54,401	+0.9%	Shares	Sole	2021-10-18
2021-06-30	$12,456,366	53,926	+3.5%	Shares	Sole	2021-07-12
2021-03-31	$11,674,556	52,086	+4.2%	Shares	Sole	2021-04-21
2020-12-31	$10,721,704	49,966	-1.2%	Shares	Sole	2021-01-08
2020-09-30	$11,095,438	50,551	-2.9%	Shares	Sole	2020-10-06
2020-06-30	$9,603,508	52,060	-23.7%	Shares	Sole	2020-07-10
2020-03-31	$11,288,775	68,272	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.