Position in MCD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$38,958,699
-$5,695,297 QoQ
Shares Held
144,126
+0.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#255
of 3,448 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, 2025CallValue
$0
CallShares
0
PutValue
$87,651
PutShares
300
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, 2026Sequoia Financial Advisors, LLC holds $52,972,531 across 14 Restaurants names. MCD ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
144,126 | $38,958,699 | |
| 2 | SBUX |
Starbucks Corp
|
36,695 | $3,749,862 | |
| 3 | YUM |
Yum Brands Inc
|
20,633 | $3,298,391 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
50,929 | $1,731,586 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,572 | $1,147,887 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
26,415 | $1,079,581 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
3,964 | $765,963 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
8,657 | $627,719 |
All Filings in MCD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,958,699 | 144,126 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $44,653,996 | 143,679 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $43,347,808 | 141,831 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $39,873,406 | 131,210 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $87,651 | 300 | Put | Sole | 2025-07-25 | |
| 2025-06-30 | $36,921,230 | 126,369 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $36,991,792 | 118,423 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $32,724,232 | 112,885 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $25,044,120 | 82,244 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $18,339,815 | 71,966 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $18,891,213 | 67,002 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,005,738 | 57,353 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,807,271 | 22,044 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,668,866 | 22,348 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,686,263 | 16,760 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,894,497 | 37,546 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,114,026 | 43,833 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,966,409 | 44,420 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,752,970 | 43,485 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,389,857 | 38,758 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $2,789,401 | 11,569 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,878,144 | 34,106 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,765,441 | 30,184 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,856,760 | 8,653 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,584,059 | 7,217 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,363,971 | 7,394 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $950,597 | 5,749 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||