Position in MCD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$392,490
-$102,909 QoQ
Shares Held
1,452
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,528
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,048,682 across 16 Restaurants names. MCD ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,452 | $392,490 | |
| 2 | SBUX |
Starbucks Corp
|
3,264 | $333,548 | |
| 3 | YUM |
Yum Brands Inc
|
974 | $155,703 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
3,266 | $111,044 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,041 | $42,545 | |
| 6 | DRI |
Darden Restaurants Inc
|
18 | $3,708 | |
| 7 | EAT |
Brinker International, Inc
|
18 | $3,024 | |
| 8 | CAVA |
Cava Group, Inc.
|
21 | $1,648 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,490 | 1,452 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $495,399 | 1,594 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $488,091 | 1,597 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $483,185 | 1,590 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $458,999 | 1,571 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $507,288 | 1,624 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $466,433 | 1,609 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $481,734 | 1,582 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $383,534 | 1,505 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $418,413 | 1,484 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $436,462 | 1,472 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $392,525 | 1,490 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $456,865 | 1,531 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $220,612 | 789 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $197 | 1,472 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $137,982 | 598 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $140,474 | 569 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $134,520 | 544 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $144,221 | 538 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $100,542 | 417 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $96,322 | 417 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $93,466 | 417 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $89,479 | 417 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $91,527 | 417 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $76,923 | 417 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $68,785 | 416 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||