Position in MCD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$997,984
-$160,330 QoQ
Shares Held
3,692
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,773
of 3,443 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, 2026MV CAPITAL MANAGEMENT, INC. holds $1,216,227 across 11 Restaurants names. MCD ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,692 | $997,984 | |
| 2 | SBUX |
Starbucks Corp
|
1,193 | $121,912 | |
| 3 | DRI |
Darden Restaurants Inc
|
175 | $36,051 | |
| 4 | YUM |
Yum Brands Inc
|
182 | $29,094 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
611 | $20,774 | |
| 6 | CAVA |
Cava Group, Inc.
|
82 | $6,435 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
23 | $1,667 | |
| 8 | DPZ |
Dominos Pizza Inc
|
4 | $1,184 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,984 | 3,692 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,158,314 | 3,727 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,158,948 | 3,792 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,149,615 | 3,783 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $1,104,986 | 3,782 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,183,569 | 3,789 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,136,658 | 3,921 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,213,472 | 3,985 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,012,224 | 3,972 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,113,984 | 3,951 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,176,255 | 3,967 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,039,007 | 3,944 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,176,630 | 3,943 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,091,877 | 3,905 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $993,508 | 3,770 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $873,350 | 3,785 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $900,371 | 3,647 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $894,164 | 3,616 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $961,030 | 3,585 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $852,806 | 3,537 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $799,918 | 3,463 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $753,334 | 3,361 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $717,340 | 3,343 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $733,755 | 3,343 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $616,683 | 3,343 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $552,765 | 3,343 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||