Position in MCD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,460,014
+$743,163 QoQ
Shares Held
27,221
+7.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $16,988,244 across 10 Restaurants names. MCD ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
27,221 | $8,460,014 | |
| 2 | SBUX |
Starbucks Corp
|
27,303 | $2,446,075 | |
| 3 | PTLO |
Portillo's Inc.
|
263,381 | $1,393,285 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,380 | $1,054,695 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
5,488 | $906,288 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
27,287 | $873,456 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2,135 | $766,016 | |
| 8 | YUM |
Yum Brands Inc
|
3,489 | $542,469 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||