Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,037,741
+$1,357,856 QoQ
Shares Held
77,344
+4.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Allworth Financial LP holds $50,383,688 across 32 Restaurants names. MCD ranks #1 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
77,344 | $24,037,741 | |
| 2 | SBUX |
Starbucks Corp
|
219,359 | $19,652,372 | |
| 3 | YUM |
Yum Brands Inc
|
13,394 | $2,082,499 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
44,391 | $1,420,955 | |
| 5 | DRI |
Darden Restaurants Inc
|
4,416 | $865,712 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,461 | $571,549 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
11,503 | $561,116 | |
| 8 | BROS |
Dutch Bros Inc.
|
5,351 | $271,081 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,037,741 | 77,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,679,885 | 74,207 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,800,964 | 58,577 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $16,524,258 | 56,557 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $14,371,206 | 46,007 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,916,628 | 44,557 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,778,131 | 35,395 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,338,619 | 32,721 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,397,803 | 26,238 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,992,298 | 23,582 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,908,168 | 22,427 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,317,041 | 21,169 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,013,571 | 21,507 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,659,305 | 21,475 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,480,740 | 19,419 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,658,872 | 18,871 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,034,620 | 12,272 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,534,869 | 9,456 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,081,261 | 8,632 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,092,813 | 4,731 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,391,012 | 6,206 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,132,553 | 5,278 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,122,032 | 5,112 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $942,272 | 5,108 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,783,134 | 10,784 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||