Position in MCD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,666,408
+$206,394 QoQ
Shares Held
32,061
+17.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#598
of 3,464 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Jun 30, 2026CallValue
$27,031
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $18,598,103 across 10 Restaurants names. MCD ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
32,061 | $8,666,408 | |
| 2 | SBUX |
Starbucks Corp
|
28,258 | $2,887,685 | |
| 3 | DRI |
Darden Restaurants Inc
|
7,270 | $1,497,692 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
7,722 | $1,492,122 | |
| 5 | PTLO |
Portillo's Inc.
|
263,381 | $1,248,425 | |
| 6 | DPZ |
Dominos Pizza Inc
|
3,017 | $893,152 | |
| 7 | BROS |
Dutch Bros Inc.
|
9,243 | $663,739 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
17,198 | $584,732 |
All Filings in MCD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,031 | 100 | Call | Sole | 2026-07-30 | |
| 2026-06-30 | $8,666,408 | 32,061 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,460,014 | 27,221 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,716,851 | 25,249 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,573,444 | 21,631 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,998,250 | 20,530 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,294,567 | 20,151 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,481,819 | 18,910 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,607,247 | 18,414 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,674,275 | 18,342 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,276,694 | 18,715 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,350,522 | 18,045 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $4,960,048 | 18,828 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,885,568 | 16,372 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,581,804 | 12,810 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,297,287 | 12,512 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,843,178 | 12,322 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,980,582 | 12,073 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,001,979 | 12,140 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,220,056 | 12,012 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,827,255 | 11,726 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,658,925 | 11,511 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,582,092 | 11,520 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,285,062 | 10,649 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,312,766 | 10,537 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,950,770 | 10,575 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,699,467 | 10,278 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||