Position in MCD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,996,759
-$200,457 QoQ
Shares Held
12,860
-6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Sunbelt Securities, Inc. holds $5,536,534 across 23 Restaurants names. MCD ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
12,860 | $3,996,759 | |
| 2 | SBUX |
Starbucks Corp
|
9,473 | $848,686 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
14,974 | $479,317 | |
| 4 | CAVA |
Cava Group, Inc.
|
1,100 | $88,990 | |
| 5 | YUM |
Yum Brands Inc
|
256 | $39,802 | |
| 6 | DPZ |
Dominos Pizza Inc
|
58 | $20,809 | |
| 7 | PTLO |
Portillo's Inc.
|
2,690 | $14,230 | |
| 8 | FWRG |
First Watch Restaurant Group, Inc.
|
1,301 | $13,634 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,996,759 | 12,860 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,197,216 | 13,733 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $4,067,567 | 13,385 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,988,022 | 10,227 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,696,377 | 8,632 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,964,705 | 10,227 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,902,284 | 9,531 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,431,938 | 9,543 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,712,640 | 9,621 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,688,159 | 9,066 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,272,960 | 8,628 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $2,562,446 | 8,587 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $2,324,957 | 8,315 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,184,136 | 8,288 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,826,307 | 7,915 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,908,629 | 7,731 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,783,630 | 7,213 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,565,260 | 5,839 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,228,214 | 5,094 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,176,663 | 5,094 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,116,889 | 4,983 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $1,093,285 | 5,095 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,107,546 | 5,046 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $927,515 | 5,028 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,064,027 | 6,435 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||