Position in MCD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,140,978
-$239,550 QoQ
Shares Held
4,221
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,689
of 3,448 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026TRUST POINT INC. holds $2,054,183 across 3 Restaurants names. MCD ranks #1 (55.5% of the industry book) .
All Filings in MCD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,140,978 | 4,221 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,380,528 | 4,442 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,332,546 | 4,360 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,329,214 | 4,374 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,212,505 | 4,150 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,346,627 | 4,311 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,428,287 | 4,927 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,546,301 | 5,078 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,244,128 | 4,882 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,487,567 | 5,276 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,012,709 | 6,788 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||