Position in MCD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$312,654
-$96,420 QoQ
Shares Held
1,006
-34.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
5 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 Mar 31, 2026Johnson Financial Group, LLC holds $670,445 across 2 Restaurants names. MCD ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VENU |
Venu Holding Corp
|
108,094 | $357,791 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
1,006 | $312,654 |
All Filings in MCD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,654 | 1,006 | Shares | Sole | 2026-05-14 | |
| 2021-12-31 | $409,074 | 1,526 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $460,761 | 1,911 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $480,690 | 2,081 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $361,986 | 1,615 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||