Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,865,119
+$8,031,720 QoQ
Shares Held
169,676
+39.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#237
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $84,780,725 across 11 Restaurants names. MCD ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
169,676 | $45,865,119 | |
| 2 | SBUX |
Starbucks Corp
|
240,127 | $24,538,578 | |
| 3 | DPZ |
Dominos Pizza Inc
|
17,793 | $5,267,439 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
47,553 | $3,448,068 | |
| 5 | YUM |
Yum Brands Inc
|
16,206 | $2,590,691 | |
| 6 | DRI |
Darden Restaurants Inc
|
4,761 | $980,813 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
24,362 | $828,308 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
4,053 | $783,161 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,865,119 | 169,676 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,833,399 | 121,733 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,883,996 | 114,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,508,632 | 106,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,102,469 | 99,608 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,492,518 | 100,818 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,413,500 | 46,271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,317,081 | 27,313 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,577,420 | 25,810 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,070,794 | 14,438 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,638,513 | 5,526 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,305,871 | 4,957 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,364,926 | 4,574 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,120,956 | 4,009 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,018,015 | 3,863 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $803,667 | 3,483 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $708,051 | 2,868 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $712,412 | 2,881 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $771,772 | 2,879 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $877,157 | 3,638 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $802,690 | 3,475 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $651,574 | 2,907 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $501,258 | 2,336 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $509,875 | 2,323 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $433,135 | 2,348 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $372,533 | 2,253 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||