Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,219,296
-$8,202,631 QoQ
Shares Held
193,183
-0.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
12.07%
of 13F equity value
Holder Rank
#228
of 3,464 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)
Derivatives in MCD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$324,372
PutShares
1,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capstone Financial Advisors, Inc. holds $57,040,218 across 7 Restaurants names. MCD ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
193,183 | $52,219,296 | |
| 2 | SBUX |
Starbucks Corp
|
29,174 | $2,981,291 | |
| 3 | DRI |
Darden Restaurants Inc
|
4,983 | $1,026,547 | |
| 4 | PTLO |
Portillo's Inc.
|
78,745 | $373,251 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
7,182 | $244,188 | |
| 6 | FWRG |
First Watch Restaurant Group, Inc.
|
10,500 | $135,345 | |
| 7 | STKS |
ONE Group Hospitality, Inc.
|
30,000 | $60,300 |
All Filings in MCD
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35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,219,296 | 193,183 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $324,372 | 1,200 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $60,421,927 | 194,414 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $372,948 | 1,200 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $60,532,160 | 198,057 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $366,756 | 1,200 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $61,280,634 | 201,654 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $60,207,471 | 206,070 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $350,604 | 1,200 | Principal | Sole | 2025-08-08 | |
| 2025-03-31 | $374,844 | 1,200 | Principal | Sole | 2025-05-09 | |
| 2025-03-31 | $67,406,322 | 215,790 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $62,794,232 | 216,614 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $347,868 | 1,200 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $65,097,843 | 213,779 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $365,412 | 1,200 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $56,916,475 | 223,342 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $305,808 | 1,200 | Principal | Sole | 2024-08-13 | |
| 2024-03-31 | $338,340 | 1,200 | Principal | Sole | 2024-05-14 | |
| 2024-03-31 | $62,282,755 | 220,900 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $65,339,833 | 220,363 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $58,170,186 | 220,810 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $65,357,459 | 219,019 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $61,419,412 | 219,661 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,802,355 | 196,571 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $45,855,190 | 198,731 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $47,232,587 | 191,318 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $47,289,579 | 191,239 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $50,179,219 | 187,187 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $43,172,915 | 179,059 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,628,840 | 197,536 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $44,891,207 | 200,282 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $41,668,217 | 194,185 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $43,267,185 | 197,126 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $39,395,782 | 213,562 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $33,712,715 | 203,887 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||