NAPLES GLOBAL ADVISORS, LLC

Position in MCD — Mcdonalds Corp

CIK 1582151 NAPLES, FL

Position in MCD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,934,779

-$735,584 QoQ

Shares Held

18,256

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#821

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $13,186,692 across 5 Restaurants names. MCD ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	18,256	$4,934,779
2	SBUX	Starbucks Corp	43,150	$4,409,498
3	YUMC	Yum China Holdings, Inc.	74,856	$3,059,364
4	YUM	Yum Brands Inc	3,321	$530,895
5	DRI	Darden Restaurants Inc	1,224	$252,156

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,934,779	18,256	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$5,670,363	18,245	-0.9%	Shares	Sole	2026-04-20
2025-12-31	$5,628,482	18,416	-0.1%	Shares	Sole	2026-02-04
2025-09-30	$5,602,819	18,437	-0.1%	Shares	Sole	2025-10-30
2025-06-30	$5,392,289	18,456	+0.7%	Shares	Sole	2025-07-18
2025-03-31	$5,723,867	18,324	-0.6%	Shares	Sole	2025-04-10
2024-12-31	$5,344,701	18,437	+0.3%	Shares	Sole	2025-01-29
2024-09-30	$5,597,198	18,381	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$4,706,894	18,470	+1.1%	Shares	Sole	2024-07-18
2024-03-31	$5,153,200	18,277	+0.8%	Shares	Sole	2024-04-29
2023-12-31	$5,375,726	18,130	+0.3%	Shares	Sole	2024-01-11
2023-09-30	$4,759,833	18,068	-0.3%	Shares	Sole	2023-10-16
2023-06-30	$5,408,084	18,123	+1.4%	Shares	Sole	2023-07-17
2023-03-31	$4,997,749	17,874	-1.4%	Shares	Sole	2023-04-17
2022-12-31	$4,777,535	18,129	-0.1%	Shares	Sole	2023-04-17
2022-09-30	$4,186,546	18,144	-0.6%	Shares	Sole	2022-10-20
2022-06-30	$4,507,781	18,259	+2.4%	Shares	Sole	2022-08-11
2022-03-31	$4,409,002	17,830	+0.6%	Shares	Sole	2022-04-28
2021-12-31	$4,752,881	17,730	+0.2%	Shares	Sole	2022-02-04
2021-09-30	$4,265,235	17,690	+2.3%	Shares	Sole	2021-10-29
2021-06-30	$3,993,817	17,290	+0.2%	Shares	Sole	2021-08-06
2021-03-31	$3,865,966	17,248	-0.5%	Shares	Sole	2021-05-10
2020-12-31	$3,720,388	17,338	-0.5%	Shares	Sole	2021-02-08
2020-09-30	$3,825,052	17,427	+0.6%	Shares	Sole	2020-10-26
2020-06-30	$3,194,835	17,319	+2.4%	Shares	Sole	2020-08-04
2020-03-31	$2,796,729	16,914	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.