Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$157,916,182
-$27,968,559 QoQ
Shares Held
584,204
-2.3% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#95
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Baird Financial Group, Inc. holds $379,857,292 across 14 Restaurants names. MCD ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
584,204 | $157,916,182 | |
| 2 | SBUX |
Starbucks Corp
|
1,218,998 | $124,569,405 | |
| 3 | BROS |
Dutch Bros Inc.
|
524,569 | $37,669,299 | |
| 4 | CAVA |
Cava Group, Inc.
|
303,141 | $23,790,505 | |
| 5 | YUM |
Yum Brands Inc
|
123,008 | $19,664,058 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
214,765 | $7,302,010 | |
| 7 | WEN |
Wendy's Co
|
435,107 | $3,607,036 | |
| 8 | DRI |
Darden Restaurants Inc
|
12,424 | $2,559,467 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,916,182 | 584,204 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $185,884,741 | 598,104 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $176,309,693 | 576,873 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $169,567,579 | 557,990 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $157,384,965 | 538,676 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $169,500,708 | 542,628 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $164,315,737 | 566,821 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $172,318,858 | 565,889 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $145,713,942 | 571,786 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $174,701,857 | 619,620 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $181,127,876 | 610,866 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $128,053,176 | 486,081 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $150,122,309 | 503,074 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $168,199,394 | 601,550 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $146,483,939 | 555,853 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $123,760,396 | 536,363 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $127,913,217 | 518,119 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $123,536,635 | 499,582 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $133,493,496 | 497,980 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $118,852,762 | 492,940 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $111,400,701 | 482,275 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $108,327,981 | 483,305 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $119,538,654 | 557,082 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $121,775,464 | 554,811 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $98,718,013 | 535,144 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $83,453,632 | 504,709 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||