Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,960,235
-$1,540,737 QoQ
Shares Held
33,148
-1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#584
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capital Investment Advisors, LLC holds $13,829,655 across 8 Restaurants names. MCD ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
33,148 | $8,960,235 | |
| 2 | SBUX |
Starbucks Corp
|
16,376 | $1,673,463 | |
| 3 | YUM |
Yum Brands Inc
|
9,825 | $1,570,624 | |
| 4 | DPZ |
Dominos Pizza Inc
|
2,108 | $624,052 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
12,022 | $408,748 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
6,956 | $284,291 | |
| 7 | DRI |
Darden Restaurants Inc
|
979 | $201,683 | |
| 8 | WEN |
Wendy's Co
|
12,854 | $106,559 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,960,235 | 33,148 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,500,972 | 33,788 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,465,076 | 34,241 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $10,032,320 | 33,013 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,670,827 | 33,100 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,405,669 | 33,312 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,578,714 | 29,593 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $9,018,063 | 29,615 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,586,077 | 29,768 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,280,589 | 29,369 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,624,586 | 29,087 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $7,513,572 | 28,521 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $8,922,160 | 29,899 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $8,565,852 | 30,635 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $8,224,244 | 31,208 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $7,054,183 | 30,572 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $7,348,876 | 29,767 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $7,313,306 | 29,575 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $7,954,709 | 29,674 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $7,204,607 | 29,881 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,550,645 | 28,359 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,982,744 | 26,692 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,612,983 | 26,158 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $5,697,740 | 25,959 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,910,591 | 26,620 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $4,377,806 | 26,476 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||