Position in MCD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,971,707
+$435,547 QoQ
Shares Held
15,997
+7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Mutual Advisors, LLC holds $15,292,707 across 9 Restaurants names. MCD ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
68,672 | $6,152,324 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
15,997 | $4,971,707 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
30,732 | $983,731 | |
| 4 | BLMN |
Bloomin' Brands, Inc.
|
147,878 | $798,541 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,797 | $644,745 | |
| 6 | DRI |
Darden Restaurants Inc
|
3,076 | $603,019 | |
| 7 | YUM |
Yum Brands Inc
|
2,884 | $448,404 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
2,252 | $371,895 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,971,707 | 15,997 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,536,160 | 14,842 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,546,498 | 14,961 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,144,139 | 14,184 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,399,419 | 14,084 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,949,291 | 17,073 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,116,083 | 20,085 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,211,478 | 20,450 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,798,865 | 20,567 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,780,462 | 19,495 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,952,935 | 18,801 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,063,719 | 16,969 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,891,497 | 17,494 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,625,742 | 17,553 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,781,828 | 16,390 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,031,686 | 12,280 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,773,245 | 11,215 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,084,145 | 11,505 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,652,451 | 11,001 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,448,724 | 10,601 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,109,605 | 9,412 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,746,252 | 8,138 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,989,014 | 13,618 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,017,548 | 10,937 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,247,565 | 7,545 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||