Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,757,204
-$2,844,754 QoQ
Shares Held
65,692
-0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#419
of 3,443 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $41,433,044 across 9 Restaurants names. MCD ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
65,692 | $17,757,204 | |
| 2 | SBUX |
Starbucks Corp
|
103,675 | $10,594,548 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
128,521 | $4,369,714 | |
| 4 | DPZ |
Dominos Pizza Inc
|
8,838 | $2,616,401 | |
| 5 | BROS |
Dutch Bros Inc.
|
31,460 | $2,259,142 | |
| 6 | YUM |
Yum Brands Inc
|
12,561 | $2,008,001 | |
| 7 | DRI |
Darden Restaurants Inc
|
4,171 | $859,267 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
8,705 | $631,199 |
All Filings in MCD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,757,204 | 65,692 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,601,958 | 66,289 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $20,514,802 | 67,123 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $20,171,914 | 66,379 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $17,516,468 | 59,953 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $19,318,835 | 61,846 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,766,947 | 57,839 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,128,970 | 49,683 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,608,201 | 53,399 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,800,683 | 52,494 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $15,361,293 | 51,807 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $13,573,219 | 51,523 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,996,025 | 46,902 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,033,855 | 43,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,396,258 | 39,450 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,818,882 | 38,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,149,372 | 37,060 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,578,390 | 34,691 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $8,994,284 | 33,552 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $7,952,290 | 32,982 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $7,656,625 | 33,147 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $7,159,479 | 31,942 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $6,911,407 | 32,209 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $6,857,306 | 31,242 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||