Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$160,086,374
+$5,761,257 QoQ
Shares Held
515,095
+2.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67.5677302245217.ToString("F0")%
Shared 8.660926625185645.ToString("F0")%
None 23.771343150292665.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$155,395
PutShares
500
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 Mar 31, 2026Cerity Partners LLC holds $272,433,635 across 18 Restaurants names. MCD ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
515,095 | $160,086,374 | |
| 2 | SBUX |
Starbucks Corp
|
289,524 | $25,938,454 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
121,216 | $20,017,609 | |
| 4 | YUM |
Yum Brands Inc
|
127,817 | $19,872,985 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
590,534 | $18,902,992 | |
| 6 | DPZ |
Dominos Pizza Inc
|
24,825 | $8,906,960 | |
| 7 | DRI |
Darden Restaurants Inc
|
24,653 | $4,832,973 | |
| 8 | EAT |
Brinker International, Inc
|
32,743 | $4,674,716 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,395 | 500 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $160,086,374 | 515,095 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $154,325,117 | 504,941 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $146,685,271 | 482,692 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $141,336,945 | 483,749 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $153,663,861 | 491,929 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $131,553,241 | 453,804 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $136,626,328 | 448,676 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $107,204,817 | 420,675 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $123,299,554 | 437,310 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $116,180,623 | 391,827 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $85,490,758 | 324,517 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $111,516,712 | 373,703 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $99,372,834 | 355,398 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $77,289,659 | 293,286 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $34,081,451 | 147,705 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,349,512 | 143,185 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $15,480,469 | 62,603 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $16,308,574 | 60,837 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,269,364 | 50,887 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $11,534,023 | 49,933 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,224,707 | 50,079 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $4,429,360 | 20,642 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,305,296 | 19,615 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,251,652 | 17,627 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,831,949 | 17,127 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||