Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$29,242,135
-$2,294,967 QoQ
Shares Held
108,180
+6.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#311
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,540,767
PutShares
5,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Lido Advisors, LLC holds $85,461,050 across 12 Restaurants names. MCD ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
108,180 | $29,242,135 | |
| 2 | SBUX |
Starbucks Corp
|
229,918 | $23,495,319 | |
| 3 | DPZ |
Dominos Pizza Inc
|
69,194 | $20,484,191 | |
| 4 | YUM |
Yum Brands Inc
|
18,662 | $2,983,306 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
76,942 | $2,616,028 | |
| 6 | EAT |
Brinker International, Inc
|
12,148 | $2,040,864 | |
| 7 | DRI |
Darden Restaurants Inc
|
8,607 | $1,773,128 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
7,469 | $1,443,234 |
All Filings in MCD
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,540,767 | 5,700 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $29,242,135 | 108,180 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $901,291 | 2,900 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $31,537,102 | 101,474 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $37,127,930 | 121,480 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $1,650,402 | 5,400 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $36,529,703 | 120,207 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $1,641,006 | 5,400 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $1,051,812 | 3,600 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $23,498,354 | 80,427 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $24,560,090 | 78,625 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $1,124,532 | 3,600 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $13,492,638 | 46,544 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,043,604 | 3,600 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $10,999,813 | 36,123 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $1,096,236 | 3,600 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $917,424 | 3,600 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $9,063,893 | 35,567 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,480,285 | 33,624 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $1,155,995 | 4,100 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $1,186,040 | 4,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $9,948,797 | 33,553 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,270,335 | 65,557 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,053,760 | 4,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $716,184 | 2,400 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $12,787,464 | 42,852 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $754,947 | 2,700 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $13,112,030 | 46,894 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,992,794 | 37,919 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $711,531 | 2,700 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $13,491,137 | 58,469 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $946,034 | 4,100 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $1,012,208 | 4,100 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $9,095,059 | 36,840 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,627,598 | 26,802 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $939,664 | 3,800 | Put | Sole | 2022-05-17 | |
| 2021-12-31 | $1,018,666 | 3,800 | Put | Sole | 2022-02-15 | |
| 2021-12-31 | $7,808,611 | 29,129 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $916,218 | 3,800 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $6,266,931 | 25,992 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $877,762 | 3,800 | Put | Sole | 2021-08-12 | |
| 2021-06-30 | $3,110,973 | 13,468 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,721,620 | 16,604 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $1,053,458 | 4,700 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $1,995,594 | 9,300 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $4,628,061 | 21,568 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,041,257 | 9,300 | Put | Sole | 2021-11-12 | |
| 2020-09-30 | $4,275,445 | 19,479 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,757,469 | 20,369 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $1,715,571 | 9,300 | Put | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||