NorthRock Partners, LLC

Position in MCD — Mcdonalds Corp

CIK 1632097 MINNEAPOLIS, MN

Back to MCD Full portfolio

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,249,837

-$838,350 QoQ

Shares Held

23,121

+1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#705

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 Dec 31, 2024

CallValue

$57,978

CallShares

200

PutValue

PutShares

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, 2026

NorthRock Partners, LLC holds $9,511,829 across 5 Restaurants names. MCD ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	23,121	$6,249,837
2	SBUX	Starbucks Corp	23,626	$2,414,340
3	CMG	Chipotle Mexican Grill Inc	10,295	$350,030
4	BROS	Dutch Bros Inc.	3,566	$256,074
5	YUM	Yum Brands Inc	1,511	$241,548

All Filings in MCD

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,249,837	23,121	+1.4%	Shares	Sole	2026-08-11
2026-03-31	$7,088,187	22,807	+5.9%	Shares	Sole	2026-05-15
2025-12-31	$6,581,130	21,533	-20.6%	Shares	Sole	2026-02-17
2025-09-30	$8,244,839	27,131	+39.3%	Shares	Sole	2025-11-14
2025-06-30	$5,691,763	19,481	-14.3%	Shares	Sole	2025-11-14
2025-03-31	$7,101,731	22,735	+3.6%	Shares	Sole	2025-05-08
2024-12-31	$6,359,606	21,938	-1.0%	Shares	Sole	2025-04-22
2024-12-31	$57,978	200	0.0%	Call	Sole	2025-04-22
2024-09-30	$60,902	200	0.0%	Call	Sole	2025-04-22
2024-09-30	$6,749,159	22,164	-0.4%	Shares	Sole	2025-04-22
2024-06-30	$50,968	200	0.0%	Call	Sole	2025-04-22
2024-06-30	$5,668,660	22,244	-4.4%	Shares	Sole	2025-04-22
2024-03-31	$56,390	200	—	Call	Sole	2025-04-22
2024-03-31	$6,562,668	23,276	+2.5%	Shares	Sole	2025-04-22
2023-12-31	$6,735,817	22,717	+64.7%	Shares	Sole	2025-04-22
2023-09-30	$3,632,837	13,790	+2.2%	Shares	Sole	2023-10-24
2023-06-30	$4,026,744	13,494	-11.1%	Shares	Sole	2023-08-02
2023-03-31	$4,245,877	15,185	+9.8%	Shares	Sole	2023-05-04
2022-12-31	$3,643,038	13,824	-19.0%	Shares	Sole	2023-02-01
2022-09-30	$3,937,578	17,065	+1.3%	Shares	Sole	2022-11-02
2022-06-30	$4,158,693	16,845	+2.3%	Shares	Sole	2022-08-04
2022-03-31	$4,073,196	16,472	+30.3%	Shares	Sole	2022-05-05
2021-12-31	$3,388,404	12,640	+12.9%	Shares	Sole	2022-02-07
2021-09-30	$2,700,190	11,199	+7.1%	Shares	Sole	2021-11-12
2021-06-30	$2,415,924	10,459	+9.9%	Shares	Sole	2021-08-12
2021-03-31	$2,133,588	9,519	+1.1%	Shares	Sole	2021-05-11
2020-12-31	$2,020,270	9,415	-1.7%	Shares	Sole	2021-02-08
2020-09-30	$2,101,177	9,573	-0.1%	Shares	Sole	2020-11-12
2020-06-30	$1,767,960	9,584	+0.6%	Shares	Sole	2020-08-13
2020-03-31	$1,575,785	9,530	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.