Position in MCD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,562,064
-$1,066,000 QoQ
Shares Held
72,369
+9.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#395
of 3,448 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Horizon Investments, LLC holds $36,328,428 across 15 Restaurants names. MCD ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
72,369 | $19,562,064 | |
| 2 | SBUX |
Starbucks Corp
|
41,936 | $4,285,439 | |
| 3 | YUM |
Yum Brands Inc
|
25,997 | $4,155,880 | |
| 4 | DRI |
Darden Restaurants Inc
|
14,525 | $2,992,295 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
60,274 | $2,049,316 | |
| 6 | DPZ |
Dominos Pizza Inc
|
5,256 | $1,555,986 | |
| 7 | BJRI |
BJs RESTAURANTS INC
|
17,151 | $1,041,751 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,858 | $359,021 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,562,064 | 72,369 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,628,064 | 66,373 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,374,454 | 56,848 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $16,823,046 | 55,359 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,957,835 | 37,505 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,778,011 | 15,296 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,288,052 | 14,792 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,391,947 | 14,423 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,572,856 | 14,020 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,970,983 | 14,084 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,820,234 | 12,884 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,544,040 | 9,657 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,862,348 | 9,592 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,424,777 | 8,672 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,002,062 | 18,981 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,716,990 | 16,109 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,095,381 | 12,538 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,415,925 | 13,814 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,483,668 | 9,265 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,017,367 | 8,367 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,957,640 | 8,475 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $997,198 | 4,449 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $2,499,332 | 11,387 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,275,276 | 23,176 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,439,537 | 8,706 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||