Valeo Financial Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1722641 CARMEL, IN

Back to MCD Full portfolio

Position in MCD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,545,679

-$1,098,700 QoQ

Shares Held

20,516

-4.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#757

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCD Over Time

Shares Held

Position Value (USD)

Derivatives in MCD

reported options exposure · as of Jun 30, 2025

CallValue

$29,217

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $10,845,230 across 6 Restaurants names. MCD ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	20,516	$5,545,679
2	SBUX	Starbucks Corp	28,019	$2,863,261
3	YUM	Yum Brands Inc	8,882	$1,419,876
4	BROS	Dutch Bros Inc.	4,921	$353,377
5	TXRH	Texas Roadhouse, Inc.	1,736	$335,447
6	CMG	Chipotle Mexican Grill Inc	9,635	$327,590

All Filings in MCD

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,545,679	20,516	-4.0%	Shares	Sole	2026-07-08
2026-03-31	$6,644,379	21,379	-21.2%	Shares	Sole	2026-05-08
2025-12-31	$8,293,575	27,136	-0.2%	Shares	Sole	2026-02-04
2025-09-30	$8,260,337	27,182	-2.1%	Shares	Sole	2025-11-03
2025-06-30	$29,217	100	—	Call	Sole	2025-09-12
2025-06-30	$8,111,223	27,762	+6.4%	Shares	Sole	2025-09-12
2025-03-31	$8,154,106	26,104	+2.6%	Shares	Sole	2025-04-30
2024-12-31	$7,374,801	25,440	+8.4%	Shares	Sole	2025-01-30
2024-09-30	$7,149,285	23,478	-6.0%	Shares	Sole	2024-10-10
2024-06-30	$6,363,864	24,972	-0.7%	Shares	Sole	2024-07-10
2024-03-31	$7,092,170	25,154	+0.6%	Shares	Sole	2024-04-25
2023-12-31	$7,411,563	24,996	+1.2%	Shares	Sole	2024-01-29
2023-09-30	$6,507,758	24,703	+1.7%	Shares	Sole	2023-10-20
2023-06-30	$7,247,483	24,287	+3.6%	Shares	Sole	2023-07-14
2023-03-31	$6,555,176	23,444	+4.7%	Shares	Sole	2023-04-17
2022-12-31	$5,901,754	22,395	+10.9%	Shares	Sole	2023-02-09
2022-09-30	$4,660,486	20,198	+5.5%	Shares	Sole	2022-10-31
2022-06-30	$4,725,036	19,139	-3.6%	Shares	Sole	2022-08-03
2022-03-31	$4,907,271	19,845	+4.6%	Shares	Sole	2022-04-28
2021-12-31	$5,087,432	18,978	+4.1%	Shares	Sole	2022-01-07
2021-09-30	$4,394,711	18,227	-2.5%	Shares	Sole	2021-11-02
2021-06-30	$4,319,513	18,700	+7.4%	Shares	Sole	2021-07-22
2021-03-31	$3,901,156	17,405	+14.7%	Shares	Sole	2021-04-12
2020-12-31	$3,254,749	15,168	+20.6%	Shares	Sole	2021-02-11
2020-09-30	$2,760,525	12,577	-9.1%	Shares	Sole	2020-10-28
2020-06-30	$2,551,957	13,834	+1.4%	Shares	Sole	2020-07-20
2020-03-31	$2,256,366	13,646	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.