Aptus Capital Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1664193 FAIRHOPE, AL

Position in MCD

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$27,018,528

-$479,003 QoQ

Shares Held

86,935

-3.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94.02772186116064.ToString("F0")% Shared 0.ToString("F0")% None 5.972278138839362.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Aptus Capital Advisors, LLC holds $53,385,198 across 7 Restaurants names. MCD ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	86,935	$27,018,528
2	TXRH	Texas Roadhouse, Inc.	97,451	$16,093,058
3	SBUX	Starbucks Corp	62,181	$5,570,795
4	DRI	Darden Restaurants Inc	14,878	$2,916,683
5	YUM	Yum Brands Inc	6,298	$979,213
6	CMG	Chipotle Mexican Grill Inc	17,934	$574,067
7	DPZ	Dominos Pizza Inc	649	$232,854

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,018,528	86,935	-3.4%	Shares	Sole	2026-05-11
2025-12-31	$27,497,531	89,970	-5.7%	Shares	Sole	2026-02-13
2025-09-30	$29,008,123	95,456	+3.5%	Shares	Sole	2025-11-12
2025-06-30	$26,943,332	92,218	+4.0%	Shares	Sole	2025-08-11
2025-03-31	$27,694,099	88,658	+10.3%	Shares	Sole	2025-05-13
2024-12-31	$23,297,009	80,365	+22.7%	Shares	Sole	2025-02-14
2024-09-30	$19,952,408	65,523	+20.2%	Shares	Sole	2024-11-05
2024-06-30	$13,894,896	54,524	+26.4%	Shares	Sole	2024-07-31
2024-03-31	$12,163,323	43,140	+11.5%	Shares	Sole	2024-05-15
2023-12-31	$11,468,117	38,677	-1.5%	Shares	Sole	2024-02-13
2023-09-30	$10,342,390	39,259	-2.1%	Shares	Sole	2023-11-08
2023-06-30	$11,961,764	40,085	-6.0%	Shares	Sole	2023-08-11
2023-03-31	$11,923,129	42,642	+11.7%	Shares	Sole	2023-05-09
2022-12-31	$10,058,676	38,169	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$8,814,960	38,203	+112.7%	Shares	Sole	2022-11-02
2022-06-30	$4,434,705	17,963	+360.7%	Shares	Sole	2022-07-29
2022-03-31	$964,144	3,899	+39.9%	Shares	Sole	2022-05-04
2021-12-31	$747,111	2,787	+0.5%	Shares	Sole	2022-02-02
2021-09-30	$668,839	2,774	0.0%	Shares	Sole	2021-10-27
2021-06-30	$640,766	2,774	0.0%	Shares	Sole	2021-07-27
2021-03-31	$621,764	2,774	-1.5%	Shares	Sole	2021-05-06
2020-12-31	$604,257	2,816	+6.2%	Shares	Sole	2021-02-10
2020-09-30	$581,867	2,651	0.0%	Shares	Sole	2020-10-19
2020-06-30	$489,029	2,651	-81.3%	Shares	Sole	2020-07-22
2020-03-31	$2,339,867	14,151	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.