Position in MCD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,343,758
-$769,792 QoQ
Shares Held
19,769
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#785
of 3,470 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)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $11,975,629 across 9 Restaurants names. MCD ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
19,769 | $5,343,758 | |
| 2 | SBUX |
Starbucks Corp
|
27,063 | $2,765,567 | |
| 3 | EAT |
Brinker International, Inc
|
5,255 | $882,840 | |
| 4 | BH-A |
Biglari Holdings Inc.
|
1,672 | $712,322 | |
| 5 | YUM |
Yum Brands Inc
|
3,727 | $595,798 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
7,379 | $535,051 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,175 | $448,071 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
11,338 | $385,492 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,343,758 | 19,769 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,113,550 | 19,671 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,493,087 | 17,973 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,907,519 | 16,149 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,344,275 | 14,869 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,224,804 | 13,525 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,841,042 | 13,250 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,781,405 | 12,418 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,202,574 | 12,567 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,365,431 | 15,483 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,399,022 | 14,836 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,421,576 | 16,784 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,210,537 | 17,461 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,300,287 | 18,956 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,817,328 | 18,280 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,316,887 | 14,375 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,983,433 | 8,034 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,675,569 | 6,776 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,992,564 | 7,433 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,635,931 | 6,785 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,435,833 | 6,216 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,003,250 | 4,476 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $921,191 | 4,293 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $827,038 | 3,768 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $562,449 | 3,049 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $272,166 | 1,646 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||