Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,485,353
-$208,763 QoQ
Shares Held
5,495
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,504
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Family Legacy, Inc. holds $6,313,393 across 3 Restaurants names. MCD ranks #3 (23.5% of the industry book) .
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,353 | 5,495 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,694,116 | 5,451 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,641,844 | 5,372 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,621,860 | 5,337 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,523,958 | 5,216 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,659,309 | 5,312 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,536,706 | 5,301 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,596,241 | 5,242 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,266,045 | 4,968 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,357,025 | 4,813 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,441,631 | 4,862 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,278,474 | 4,853 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,450,272 | 4,860 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,354,430 | 4,844 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,277,593 | 4,848 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,119,550 | 4,852 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,202,305 | 4,870 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,213,897 | 4,909 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,293,973 | 4,827 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,106,936 | 4,591 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,060,475 | 4,591 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $981,284 | 4,378 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $922,479 | 4,299 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $925,369 | 4,216 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $769,424 | 4,171 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $602,866 | 3,646 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||