Position in MCD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,510,221
-$295,468 QoQ
Shares Held
5,587
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,496
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $2,252,764 across 8 Restaurants names. MCD ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
5,587 | $1,510,221 | |
| 2 | SBUX |
Starbucks Corp
|
3,054 | $312,087 | |
| 3 | DRI |
Darden Restaurants Inc
|
1,328 | $273,581 | |
| 4 | YUM |
Yum Brands Inc
|
616 | $98,473 | |
| 5 | DPZ |
Dominos Pizza Inc
|
105 | $31,084 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
189 | $15,033 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
170 | $6,947 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
157 | $5,338 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,221 | 5,587 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,805,689 | 5,810 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,783,350 | 5,835 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,802,674 | 5,932 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,568,952 | 5,370 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,733,653 | 5,550 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,411,184 | 4,868 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,415,057 | 4,647 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,047,137 | 4,109 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,143,589 | 4,056 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,209,464 | 4,079 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,048,227 | 3,979 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,280,178 | 4,290 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,268,031 | 4,535 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,216,190 | 4,615 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,081,709 | 4,688 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,175,889 | 4,763 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,197,329 | 4,842 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,278,693 | 4,770 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,057,749 | 4,387 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,024,902 | 4,437 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,042,923 | 4,653 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $991,145 | 4,619 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,048,284 | 4,776 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $877,154 | 4,755 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $790,538 | 4,781 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||