LEVEL FOUR ADVISORY SERVICES, LLC

Position in MCD — Mcdonalds Corp

CIK 1696715 DALLAS, TX

Position in MCD

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$9,916,376

+$745,948 QoQ

Shares Held

31,907

+6.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $13,494,645 across 6 Restaurants names. MCD ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	31,907	$9,916,376
2	DRI	Darden Restaurants Inc	6,925	$1,357,577
3	SBUX	Starbucks Corp	11,741	$1,051,876
4	BROS	Dutch Bros Inc.	10,227	$518,099
5	YUM	Yum Brands Inc	3,118	$484,786
6	LOCO	El Pollo Loco Holdings, Inc.	11,972	$165,931

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,916,376	31,907	+6.3%	Shares	Sole	2026-05-14
2025-12-31	$9,170,428	30,005	+7.2%	Shares	Sole	2026-02-13
2025-09-30	$8,506,488	27,992	+2.7%	Shares	Sole	2025-11-12
2025-06-30	$7,966,015	27,265	-4.5%	Shares	Sole	2025-08-13
2025-03-31	$8,919,100	28,553	+4.3%	Shares	Sole	2025-05-14
2024-12-31	$7,936,318	27,377	+3.1%	Shares	Sole	2025-02-12
2024-09-30	$8,089,003	26,564	+2.7%	Shares	Sole	2024-11-14
2024-06-30	$6,593,730	25,874	+9.5%	Shares	Sole	2024-08-09
2024-03-31	$6,661,914	23,628	+2.3%	Shares	Sole	2024-05-13
2023-12-31	$6,845,229	23,086	+25.4%	Shares	Sole	2024-02-08
2023-09-30	$4,849,403	18,408	-1.4%	Shares	Sole	2023-11-13
2023-06-30	$5,569,822	18,665	+10.2%	Shares	Sole	2023-07-10
2023-03-31	$4,735,195	16,935	-7.4%	Shares	Sole	2023-06-05
2022-12-31	$4,819,436	18,288	+17.9%	Shares	Sole	2023-02-13
2022-09-30	$3,578,315	15,508	-12.0%	Shares	Sole	2022-11-07
2022-06-30	$4,351,260	17,625	-3.5%	Shares	Sole	2022-08-08
2022-03-31	$4,516,321	18,264	+13.1%	Shares	Sole	2022-05-10
2021-12-31	$4,328,258	16,146	+9.7%	Shares	Sole	2022-02-11
2021-09-30	$3,550,103	14,724	-21.0%	Shares	Sole	2021-10-12
2021-06-30	$4,305,422	18,639	+12.4%	Shares	Sole	2021-08-09
2021-03-31	$3,717,810	16,587	-8.9%	Shares	Sole	2021-05-10
2020-12-31	$3,907,072	18,208	-1.6%	Shares	Sole	2021-02-10
2020-09-30	$4,062,320	18,508	-2.3%	Shares	Sole	2020-11-02
2020-06-30	$3,495,153	18,947	+22.3%	Shares	Sole	2020-08-17
2020-03-31	$2,562,428	15,497	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.