Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,614,044
-$519,463 QoQ
Shares Held
13,370
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#972
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, 2026Clearstead Trust, LLC holds $4,201,045 across 11 Restaurants names. MCD ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
13,370 | $3,614,044 | |
| 2 | SBUX |
Starbucks Corp
|
3,927 | $401,300 | |
| 3 | YUM |
Yum Brands Inc
|
500 | $79,930 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
2,000 | $68,000 | |
| 5 | DPZ |
Dominos Pizza Inc
|
39 | $11,545 | |
| 6 | WEN |
Wendy's Co
|
1,054 | $8,737 | |
| 7 | DRI |
Darden Restaurants Inc
|
28 | $5,768 | |
| 8 | CAVA |
Cava Group, Inc.
|
58 | $4,551 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,614,044 | 13,370 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,133,507 | 13,300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,068,240 | 13,311 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,239,873 | 13,952 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,095,639 | 14,018 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,358,810 | 13,954 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,044,545 | 13,952 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,936,400 | 12,927 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,344,775 | 13,125 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,005,381 | 14,206 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,406,731 | 14,862 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,713,186 | 14,095 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,424,468 | 21,529 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,404,187 | 22,904 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,065,142 | 23,015 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,182,189 | 22,459 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,414,844 | 13,832 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,169,882 | 12,819 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,314,953 | 12,366 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,942,988 | 12,206 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,756,172 | 11,932 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,639,696 | 11,777 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,457,155 | 11,451 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,492,747 | 11,357 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,170,474 | 11,766 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,636,009 | 15,942 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||