Position in MCD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$88,122,018
+$14,062,674 QoQ
Shares Held
283,542
+17.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $132,753,775 across 25 Restaurants names. MCD ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
283,542 | $88,122,018 | |
| 2 | DRI |
Darden Restaurants Inc
|
90,619 | $17,764,948 | |
| 3 | SBUX |
Starbucks Corp
|
144,887 | $12,980,426 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
165,893 | $5,310,234 | |
| 5 | YUM |
Yum Brands Inc
|
22,523 | $3,501,876 | |
| 6 | DPZ |
Dominos Pizza Inc
|
4,596 | $1,648,998 | |
| 7 | BROS |
Dutch Bros Inc.
|
23,975 | $1,214,573 | |
| 8 | SHAK |
Shake Shack Inc.
|
9,587 | $848,161 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,122,018 | 283,542 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $74,059,344 | 242,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $70,163,642 | 230,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,012,289 | 123,258 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,730,235 | 120,787 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $34,526,478 | 119,102 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $34,916,030 | 114,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,290,051 | 107,087 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $30,251,543 | 107,294 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,963,144 | 114,543 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36,922,960 | 140,157 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,705,212 | 136,407 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,389,284 | 130,143 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,603,211 | 116,128 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $26,113,076 | 113,171 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $23,601,974 | 95,601 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $23,899,364 | 96,649 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $25,643,040 | 95,658 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $22,145,471 | 91,848 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,820,514 | 90,136 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,613,373 | 105,351 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,147,989 | 93,895 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,197,692 | 87,465 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $14,229,462 | 77,137 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $11,727,118 | 70,923 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||