Position in MCD
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$81,600,090
+$36,358,293 QoQ
Shares Held
262,557
+77.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026NewEdge Advisors, LLC holds $116,563,490 across 21 Restaurants names. MCD ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
262,557 | $81,600,090 | |
| 2 | DRI |
Darden Restaurants Inc
|
59,432 | $11,651,049 | |
| 3 | SBUX |
Starbucks Corp
|
109,422 | $9,803,116 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
150,217 | $4,808,446 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
67,265 | $3,281,186 | |
| 6 | YUM |
Yum Brands Inc
|
16,884 | $2,625,124 | |
| 7 | CAVA |
Cava Group, Inc.
|
12,394 | $1,002,674 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
3,213 | $530,594 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,600,090 | 262,557 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $45,241,797 | 148,028 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $32,627,149 | 107,365 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $36,296,863 | 124,232 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,190,877 | 125,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,215,667 | 124,929 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $36,238,821 | 119,007 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,884,577 | 117,268 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $49,549,893 | 175,740 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,806,747 | 87,035 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,790,439 | 82,715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,150,974 | 74,230 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,113,516 | 79,087 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,688,519 | 82,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,544,315 | 76,035 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,219,139 | 69,747 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $17,266,078 | 69,824 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,375,493 | 64,817 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $9,719,143 | 40,310 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,737,845 | 42,157 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $9,609,554 | 42,873 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $25,032,259 | 116,657 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $23,564,665 | 107,361 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,192,116 | 38,988 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $8,912,199 | 53,899 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||