Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,046,393
-$756,122 QoQ
Shares Held
11,270
-7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,043
of 3,448 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)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $3,310,703 across 2 Restaurants names. MCD ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
11,270 | $3,046,393 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,283 | $264,310 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,046,393 | 11,270 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,802,515 | 12,235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,183,747 | 10,417 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,152,554 | 10,374 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,031,263 | 10,375 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $2,370,263 | 7,588 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,561,927 | 5,388 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,510,369 | 4,960 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,037,708 | 4,072 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $873,763 | 3,099 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $832,007 | 2,806 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $717,083 | 2,722 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $828,684 | 2,777 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $719,995 | 2,575 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $582,664 | 2,211 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $403,795 | 1,750 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $428,089 | 1,734 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $26,458 | 107 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $205,877 | 768 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $165,160 | 685 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $95,398 | 413 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $89,656 | 400 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $90,981 | 424 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $160,666 | 732 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $129,682 | 703 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $111,941 | 677 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||