Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,093,617
-$960,418 QoQ
Shares Held
70,636
+9.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#402
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $27,016,890 across 10 Restaurants names. MCD ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
70,636 | $19,093,617 | |
| 2 | SBUX |
Starbucks Corp
|
42,622 | $4,355,542 | |
| 3 | YUM |
Yum Brands Inc
|
7,324 | $1,170,814 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,564 | $597,176 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,336 | $395,509 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,953 | $377,378 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
4,115 | $298,378 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,087 | $293,487 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,093,617 | 70,636 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $20,054,035 | 64,526 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,837,789 | 58,364 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,804,611 | 58,589 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,788,476 | 50,616 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,424,830 | 49,380 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,593,811 | 46,893 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,560,145 | 47,815 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $12,450,463 | 48,856 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $14,799,555 | 52,490 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,672,749 | 32,622 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,854,200 | 29,814 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,074,676 | 27,059 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,775,115 | 27,807 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,829,379 | 25,915 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,444,771 | 23,597 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,755,291 | 15,211 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,518,794 | 14,230 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,503,674 | 13,070 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $3,352,875 | 13,906 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,012,571 | 13,042 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,713,887 | 12,108 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,808,480 | 8,428 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,849,203 | 8,425 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,657,647 | 8,986 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,479,551 | 8,948 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||