Belpointe Asset Management LLC

Position in MCD — Mcdonalds Corp

CIK 1721242 RENO, NV

Position in MCD

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,538,775

-$1,387,990 QoQ

Shares Held

16,791

-12.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#854

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 60% Shared 40% None 0%

Consumer Cyclical · as of Jun 30, 2026

Belpointe Asset Management LLC holds $7,603,610 across 4 Restaurants names. MCD ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	16,791	$4,538,775
2	SBUX	Starbucks Corp	15,359	$1,569,536
3	CAVA	Cava Group, Inc.	10,900	$855,432
4	DRI	Darden Restaurants Inc	3,106	$639,867

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,538,775	16,791	-12.0%	Shares	Other	2026-07-31
2026-03-31	$5,926,765	19,070	+8.5%	Shares	Other	2026-04-28
2025-12-31	$5,372,058	17,577	-0.6%	Shares	Other	2026-01-27
2025-09-30	$5,374,294	17,685	-2.7%	Shares	Other	2025-11-03
2025-06-30	$5,308,728	18,170	+30.5%	Shares	Other	2025-07-22
2025-03-31	$4,349,752	13,925	-1.8%	Shares	Other	2025-05-20
2024-12-31	$4,112,379	14,186	-0.2%	Shares	Other	2025-02-13
2024-09-30	$4,329,218	14,217	-1.7%	Shares	Other	2024-11-13
2024-06-30	$3,687,534	14,470	-10.6%	Shares	Other	2024-08-02
2024-03-31	$4,565,616	16,193	+4.9%	Shares	Other	2024-05-08
2023-12-31	$4,578,410	15,441	+1.6%	Shares	Other	2024-02-13
2023-09-30	$4,004,024	15,199	+4.0%	Shares	Other	2023-11-15
2023-06-30	$4,362,157	14,618	-39.0%	Shares	Sole	2023-08-15
2023-03-31	$6,701,692	23,968	-1.8%	Shares	Sole	2023-05-15
2022-12-31	$6,431,976	24,407	+0.6%	Shares	Sole	2023-02-08
2022-09-30	$5,600,521	24,272	+11.2%	Shares	Sole	2022-11-14
2022-06-30	$5,389,637	21,831	+44.6%	Shares	Sole	2022-08-02
2022-03-31	$3,733,680	15,099	+13.8%	Shares	Sole	2022-04-28
2021-12-31	$3,555,412	13,263	+1.8%	Shares	Sole	2022-02-15
2021-09-30	$3,141,904	13,031	+3.5%	Shares	Sole	2021-11-15
2021-06-30	$2,907,933	12,589	+5.8%	Shares	Sole	2021-08-09
2021-03-31	$2,667,714	11,902	+1.5%	Shares	Sole	2021-05-14
2020-12-31	$2,517,237	11,731	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$2,571,983	11,718	-0.6%	Shares	Sole	2020-11-13
2020-06-30	$2,174,532	11,788	+3.8%	Shares	Sole	2020-07-20
2020-03-31	$1,877,383	11,354	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.