Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,776,942
-$742,932 QoQ
Shares Held
25,071
+3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#679
of 3,443 holders
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 Jun 30, 2026Sowell Financial Services LLC holds $21,540,029 across 10 Restaurants names. MCD ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
86,446 | $8,833,916 | |
| 2 | MCD |
Mcdonalds Corp
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|
25,071 | $6,776,942 | |
| 3 | DRI |
Darden Restaurants Inc
|
12,178 | $2,508,789 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
30,426 | $1,034,484 | |
| 5 | YUM |
Yum Brands Inc
|
6,073 | $970,829 | |
| 6 | CAVA |
Cava Group, Inc.
|
5,795 | $454,791 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
5,547 | $402,212 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,232 | $238,059 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,776,942 | 25,071 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,519,874 | 24,196 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,239,763 | 23,688 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,166,030 | 23,581 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,767,825 | 23,164 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,522,806 | 24,083 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,915,325 | 23,855 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,065,545 | 23,203 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $5,872,787 | 23,045 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,634,283 | 23,530 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,103,193 | 23,956 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,929,770 | 22,509 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,606,200 | 22,138 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,375,502 | 19,225 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,902,281 | 22,397 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,690,713 | 20,329 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,044,005 | 20,431 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $4,984,761 | 18,595 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,915,509 | 20,387 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $5,092,867 | 22,048 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,487,172 | 33,404 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,855,187 | 31,947 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,938,956 | 31,614 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,635,742 | 30,551 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,165,699 | 31,241 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||