Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,689,385
-$1,226,991 QoQ
Shares Held
32,146
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#593
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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,119,547 across 6 Restaurants names. MCD ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
32,146 | $8,689,385 | |
| 2 | DRI |
Darden Restaurants Inc
|
7,220 | $1,487,392 | |
| 3 | SBUX |
Starbucks Corp
|
12,233 | $1,250,090 | |
| 4 | BROS |
Dutch Bros Inc.
|
10,556 | $758,026 | |
| 5 | YUM |
Yum Brands Inc
|
4,605 | $736,155 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
|
11,704 | $198,499 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,689,385 | 32,146 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,916,376 | 31,907 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,170,428 | 30,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,506,488 | 27,992 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,966,015 | 27,265 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,919,100 | 28,553 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,936,318 | 27,377 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,089,003 | 26,564 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,593,730 | 25,874 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,661,914 | 23,628 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,845,229 | 23,086 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,849,403 | 18,408 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,569,822 | 18,665 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,735,195 | 16,935 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,819,436 | 18,288 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,578,315 | 15,508 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,351,260 | 17,625 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,516,321 | 18,264 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,328,258 | 16,146 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,550,103 | 14,724 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,305,422 | 18,639 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,717,810 | 16,587 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,907,072 | 18,208 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,062,320 | 18,508 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,495,153 | 18,947 | 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. | ||||||