Position in MCD
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$11,810
-$185,015 QoQ
Shares Held
38
-94.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $98,110 across 4 Restaurants names. MCD ranks #2 (12.0% of the industry book) .
All Filings in MCD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,810 | 38 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $196,825 | 644 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $246,758 | 812 | Shares | Sole | 2025-10-10 | |
| 2024-03-31 | $233,736 | 829 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $436,462 | 1,472 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,580 | 6 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,790 | 6 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $1,677 | 6 | Shares | Sole | 2023-11-27 | |
| 2022-03-31 | $4,451 | 18 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $4,825 | 18 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $17,118 | 71 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,385 | 6 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,568 | 7 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,502 | 7 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,170 | 19 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,504 | 19 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||