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Equibles

Allworth Financial LP

Position in MCD — Mcdonalds Corp

CIK 1555170 FOLSOM, CA
Back to MCD Full portfolio

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$13,315,200
-$10,722,541 QoQ
Shares Held
49,259
-36.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#481
of 3,465 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, 2026

Allworth Financial LP holds $42,498,293 across 32 Restaurants names. MCD ranks #2 (31.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SBUX
Starbucks Corp
 217,253 $22,201,083
2 MCD
Mcdonalds Corp
This page 		49,259 $13,315,200
3 YUM
Yum Brands Inc
 12,786 $2,043,969
4 CMG
Chipotle Mexican Grill Inc
 36,765 $1,250,010
5 DRI
Darden Restaurants Inc
 4,545 $936,315
6 TXRH
Texas Roadhouse, Inc.
 4,281 $827,217
7 YUMC
Yum China Holdings, Inc.
 10,228 $418,018
8 DPZ
Dominos Pizza Inc
 1,208 $357,616

All Filings in MCD

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,315,200 49,259
2026-03-31 $24,037,741 77,344
2025-12-31 $22,679,885 74,207
2025-09-30 $17,800,964 58,577
2025-06-30 $16,524,258 56,557
2025-03-31 $14,371,206 46,007
2024-12-31 $12,916,628 44,557
2024-09-30 $10,778,131 35,395
2024-06-30 $8,338,619 32,721
2024-03-31 $7,397,803 26,238
2023-12-31 $6,992,298 23,582
2023-09-30 $5,908,168 22,427
2023-06-30 $6,317,041 21,169
2023-03-31 $6,013,571 21,507
2022-12-31 $5,659,305 21,475
2022-09-30 $4,480,740 19,419
2022-06-30 $4,658,872 18,871
2022-03-31 $3,034,620 12,272
2021-12-31 $2,534,869 9,456
2021-09-30 $2,081,261 8,632
2021-06-30 $1,092,813 4,731
2021-03-31 $1,391,012 6,206
2020-12-31 $1,132,553 5,278
2020-09-30 $1,122,032 5,112
2020-06-30 $942,272 5,108
2020-03-31 $1,783,134 10,784