Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$640,364
-$134,124 QoQ
Shares Held
2,369
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,106
of 3,393 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $785,938 across 11 Restaurants names. MCD ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
2,369 | $640,364 | |
| 2 | SBUX |
Starbucks Corp
|
622 | $63,562 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
1,029 | $34,986 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
353 | $14,427 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
144 | $10,441 | |
| 6 | EAT |
Brinker International, Inc
|
50 | $8,400 | |
| 7 | DPZ |
Dominos Pizza Inc
|
24 | $7,104 | |
| 8 | YUM |
Yum Brands Inc
|
35 | $5,595 |
All Filings in MCD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,364 | 2,369 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $774,488 | 2,492 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $718,230 | 2,350 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $742,403 | 2,443 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $3,214,116 | 11,495 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $3,022,425 | 11,469 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $2,646,357 | 11,469 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $2,831,466 | 11,469 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $2,836,054 | 11,469 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $2,945,285 | 10,987 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,456,187 | 10,187 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $2,225,819 | 9,636 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $2,159,813 | 9,636 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $2,067,692 | 9,636 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $2,194,022 | 9,996 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $1,849,865 | 10,028 | Shares | Other | 2020-07-22 | |
| 2020-03-31 | $1,603,233 | 9,696 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||