Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,828,029
-$857,806 QoQ
Shares Held
25,260
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#675
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capital Analysts, LLC holds $11,189,790 across 8 Restaurants names. MCD ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
25,260 | $6,828,029 | |
| 2 | DRI |
Darden Restaurants Inc
|
13,215 | $2,722,421 | |
| 3 | YUM |
Yum Brands Inc
|
5,479 | $875,872 | |
| 4 | SBUX |
Starbucks Corp
|
6,695 | $684,161 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
924 | $66,999 | |
| 6 | BROS |
Dutch Bros Inc.
|
72 | $5,170 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
127 | $4,318 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
69 | $2,820 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,828,029 | 25,260 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $7,685,835 | 24,730 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,541,725 | 24,676 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $7,423,424 | 24,428 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,180,662 | 24,577 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,781,135 | 24,910 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,023,454 | 24,228 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,233,330 | 23,754 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,900,310 | 23,153 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,397,726 | 22,691 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,012,461 | 23,650 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $6,376,564 | 24,205 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,293,736 | 24,442 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,609,700 | 23,639 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $6,069,095 | 23,030 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,197,187 | 22,524 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,379,021 | 21,788 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,224,779 | 21,129 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,298,163 | 8,573 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,051,122 | 8,507 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,015,618 | 8,726 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $2,065,001 | 9,213 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,802,901 | 8,402 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,034,672 | 9,270 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,777,552 | 9,636 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,618,941 | 9,791 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||