Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,220,981
-$3,711,041 QoQ
Shares Held
45,211
-11.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#503
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)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Merit Financial Group, LLC holds $35,574,798 across 13 Restaurants names. MCD ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
45,211 | $12,220,981 | |
| 2 | SBUX |
Starbucks Corp
|
93,867 | $9,592,263 | |
| 3 | YUM |
Yum Brands Inc
|
17,476 | $2,793,708 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
13,810 | $2,668,504 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
74,286 | $2,525,724 | |
| 6 | DPZ |
Dominos Pizza Inc
|
6,479 | $1,918,041 | |
| 7 | DRI |
Darden Restaurants Inc
|
5,337 | $1,099,474 | |
| 8 | EAT |
Brinker International, Inc
|
5,002 | $840,336 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,220,981 | 45,211 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $15,932,022 | 51,263 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $12,504,847 | 40,915 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $11,191,656 | 36,828 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $10,383,137 | 35,538 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,365,477 | 29,982 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,515,688 | 25,926 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,818,892 | 22,393 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,032,317 | 23,671 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,165,759 | 25,415 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,752,887 | 19,402 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,293,318 | 23,889 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,020,393 | 23,526 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,308,116 | 18,984 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,589,111 | 17,414 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,509,093 | 15,208 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,497,166 | 18,216 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,367,211 | 9,573 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,344,004 | 8,744 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,123,455 | 8,807 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,917,678 | 8,302 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,826,965 | 8,151 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,686,813 | 7,861 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,826,815 | 8,323 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,552,315 | 8,415 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,383,979 | 8,370 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||