Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,903,546
-$275,336 QoQ
Shares Held
14,441
+7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#925
of 3,448 holders
Holding Since
Mar 2020
25 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, 2026BFSG, LLC holds $4,483,724 across 7 Restaurants names. MCD ranks #1 (87.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
14,441 | $3,903,546 | |
| 2 | CNNE |
Cannae Holdings, Inc.
|
18,905 | $272,232 | |
| 3 | ARCO |
Arcos Dorados Holdings Inc.
|
24,685 | $198,961 | |
| 4 | BROS |
Dutch Bros Inc.
|
686 | $49,261 | |
| 5 | YUM |
Yum Brands Inc
|
200 | $31,972 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
391 | $15,980 | |
| 7 | CAVA |
Cava Group, Inc.
|
150 | $11,772 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,903,546 | 14,441 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,178,882 | 13,446 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,093,302 | 13,393 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,106,465 | 13,513 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,896,086 | 13,335 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,204,812 | 13,461 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,969,173 | 13,692 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,141,336 | 13,600 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,400,330 | 13,343 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,471,368 | 12,312 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,362,126 | 11,339 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $2,955,533 | 11,219 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,085,559 | 10,340 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,791,905 | 9,985 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,578,113 | 9,783 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,247,638 | 9,741 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,224,252 | 13,060 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,075,421 | 12,437 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,461,954 | 9,184 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,222,310 | 9,217 | Shares | Sole | 2021-11-03 | |
| 2021-03-31 | $1,986,776 | 8,864 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,922,422 | 8,959 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,924,707 | 8,769 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,599,170 | 8,669 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,391,254 | 8,414 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||