Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,707,519
-$1,711,648 QoQ
Shares Held
39,612
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#527
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Dec 31, 2020CallValue
$1,072
CallShares
5
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Independent Advisor Alliance holds $17,604,623 across 7 Restaurants names. MCD ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
39,612 | $10,707,519 | |
| 2 | SBUX |
Starbucks Corp
|
21,643 | $2,211,697 | |
| 3 | YUM |
Yum Brands Inc
|
8,612 | $1,376,713 | |
| 4 | BROS |
Dutch Bros Inc.
|
15,453 | $1,109,678 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
26,663 | $906,542 | |
| 6 | EAT |
Brinker International, Inc
|
4,895 | $822,360 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,282 | $470,114 |
All Filings in MCD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,707,519 | 39,612 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,419,167 | 39,960 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,023,611 | 58,972 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,949,870 | 59,067 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,948,002 | 61,430 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,487,098 | 65,586 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $21,519,114 | 74,232 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $22,802,012 | 74,881 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,511,808 | 84,413 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,677,878 | 83,979 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $25,103,425 | 84,663 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $21,469,305 | 81,496 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $23,859,370 | 79,955 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $21,717,308 | 77,670 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,398,443 | 73,610 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,066,656 | 69,631 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $20,555,228 | 83,260 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $20,164,199 | 81,544 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $20,428,542 | 76,206 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,100,367 | 75,071 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $17,115,665 | 74,097 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $17,706,611 | 78,998 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,072 | 5 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $15,458,986 | 72,043 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,216,802 | 69,328 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $8,278,644 | 44,878 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,026,382 | 42,494 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||