Position in MCD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$96,556,313
-$10,599,693 QoQ
Shares Held
357,206
+3.6% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#141
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $110,618,949 across 10 Restaurants names. MCD ranks #1 (87.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
357,206 | $96,556,313 | |
| 2 | SBUX |
Starbucks Corp
|
76,218 | $7,788,688 | |
| 3 | YUM |
Yum Brands Inc
|
10,370 | $1,657,731 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,044 | $1,039,111 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
12,945 | $938,637 | |
| 6 | CAVA |
Cava Group, Inc.
|
9,292 | $729,220 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
20,315 | $690,710 | |
| 8 | EAT |
Brinker International, Inc
|
3,713 | $623,784 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,556,313 | 357,206 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $107,156,006 | 344,786 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $87,163,502 | 285,193 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $96,315,173 | 316,941 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $82,001,574 | 280,664 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $83,414,327 | 267,037 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $71,903,999 | 248,039 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $67,868,871 | 222,879 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $56,349,698 | 221,118 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $48,942,562 | 173,586 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $67,657,354 | 228,179 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $51,972,496 | 197,284 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $52,705,472 | 176,621 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $49,638,044 | 177,526 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $29,452,376 | 111,761 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $22,741,965 | 98,561 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $28,811,142 | 116,701 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $26,130,077 | 105,670 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $27,482,268 | 102,519 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $22,248,425 | 92,275 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $19,757,036 | 85,532 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $18,807,363 | 83,909 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $17,628,819 | 82,155 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $18,292,077 | 83,339 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $13,963,272 | 75,694 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,750,487 | 52,921 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||