Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,721,011
-$1,932,870 QoQ
Shares Held
32,263
-5.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#590
of 3,443 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. MCD ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,146 | $297,724 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,721,011 | 32,263 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,653,881 | 34,280 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,184,487 | 30,051 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,831,143 | 22,479 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $6,383,622 | 21,849 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,735,634 | 21,563 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,384,488 | 28,923 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,956,530 | 22,845 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,660,012 | 14,362 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,604,730 | 12,785 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,663,677 | 12,356 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,844,906 | 14,595 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,243,063 | 17,570 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,804,818 | 17,184 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,804 | 27,065 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,540,786 | 28,347 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $11,356 | 46 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,107,073 | 16,609 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,879,240 | 14,471 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,386,872 | 14,047 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,878,784 | 16,792 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,945,536 | 17,603 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,952,134 | 18,418 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,238,574 | 14,755 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,618,920 | 14,197 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,239,996 | 13,547 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||