Patriot Financial Group Insurance Agency, LLC
InsurancePosition in MCD — Mcdonalds Corp
CIK 1694883
Westborough, MA
Position in MCD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$832,554
-$1,132,881 QoQ
Shares Held
3,080
-51.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,928
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $1,550,762 across 2 Restaurants names. MCD ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,080 | $832,554 | |
| 2 | YUMC |
Yum China Holdings, Inc.
|
17,573 | $718,208 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,554 | 3,080 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,965,435 | 6,324 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,753,399 | 5,737 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $987,642 | 3,250 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $906,895 | 3,104 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $995,210 | 3,186 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $942,432 | 3,251 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,030,157 | 3,383 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $855,243 | 3,356 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $961,167 | 3,409 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $956,244 | 3,225 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,563,516 | 5,935 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,801,501 | 6,037 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,594,615 | 5,703 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,473,132 | 5,590 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,284,529 | 5,567 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,397,587 | 5,661 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,397,626 | 5,652 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,641,124 | 6,122 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,492,712 | 6,191 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,470,944 | 6,368 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,378,461 | 6,150 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,301,642 | 6,066 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,279,626 | 5,830 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,057,935 | 5,735 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $910,747 | 5,508 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||