AlphaCore Capital LLC

Position in MCD — Mcdonalds Corp

CIK 1713662 LA JOLLA, CA

Position in MCD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,299,968

+$71,548 QoQ

Shares Held

19,607

+16.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#787

of 3,447 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

AlphaCore Capital LLC holds $13,647,210 across 10 Restaurants names. MCD ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	19,607	$5,299,968
2	SBUX	Starbucks Corp	29,933	$3,058,853
3	YUM	Yum Brands Inc	10,947	$1,749,987
4	BROS	Dutch Bros Inc.	11,088	$796,229
5	CMG	Chipotle Mexican Grill Inc	22,462	$763,708
6	DRI	Darden Restaurants Inc	3,117	$642,133
7	TXRH	Texas Roadhouse, Inc.	2,879	$556,309
8	CAVA	Cava Group, Inc.	5,497	$431,404

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,299,968	19,607	+16.5%	Shares	Sole	2026-08-06
2026-03-31	$5,228,420	16,823	+4.0%	Shares	Sole	2026-05-15
2025-12-31	$4,941,731	16,169	+37.4%	Shares	Sole	2026-02-05
2025-09-30	$3,577,393	11,772	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$3,393,554	11,615	+10.4%	Shares	Sole	2025-08-12
2025-03-31	$3,285,507	10,518	+113.0%	Shares	Sole	2025-05-12
2024-12-31	$1,431,766	4,939	-11.2%	Shares	Sole	2025-02-21
2024-09-30	$1,693,989	5,563	+70.4%	Shares	Sole	2024-11-12
2024-03-31	$920,566	3,265	+24.1%	Shares	Sole	2024-05-15
2023-12-31	$779,821	2,630	+1.8%	Shares	Sole	2024-02-13
2023-09-30	$680,728	2,584	+18.9%	Shares	Sole	2023-11-13
2023-06-30	$648,743	2,174	+131.5%	Shares	Sole	2023-08-10
2023-03-31	$262,553	939	+159.4%	Shares	Sole	2023-05-12
2020-03-31	$59,856	362	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.