Position in MCD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,695,678
-$1,149,227 QoQ
Shares Held
13,672
-12.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#956
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, 2026Dynamic Advisor Solutions LLC holds $8,982,948 across 4 Restaurants names. MCD ranks #2 (41.1% of the industry book) .
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,695,678 | 13,672 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,844,905 | 15,589 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,568,251 | 14,947 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,144,857 | 16,930 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,915,175 | 16,823 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,231,260 | 16,747 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,000,602 | 17,250 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,727,833 | 18,810 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,869,227 | 19,107 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,233,068 | 22,107 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $6,533,597 | 22,035 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,223,224 | 19,827 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,330,497 | 17,863 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,607,858 | 20,056 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,292,736 | 20,084 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,513,301 | 23,894 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,730,084 | 23,210 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $6,014,591 | 24,323 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $6,278,735 | 23,422 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,014,123 | 20,796 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,694,178 | 20,322 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,726,551 | 16,626 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,996,552 | 18,625 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,682,167 | 12,220 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,158,852 | 11,703 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,908,965 | 11,545 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||