Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,210,889
+$229,980 QoQ
Shares Held
15,578
+21.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#885
of 3,443 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,276,286 across 25 Restaurants names. MCD ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
15,578 | $4,210,889 | |
| 2 | YUM |
Yum Brands Inc
|
2,566 | $410,200 | |
| 3 | SBUX |
Starbucks Corp
|
3,104 | $317,197 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
8,661 | $294,474 | |
| 5 | EAT |
Brinker International, Inc
|
859 | $144,312 | |
| 6 | DRI |
Darden Restaurants Inc
|
686 | $141,322 | |
| 7 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,229 | $118,805 | |
| 8 | DPZ |
Dominos Pizza Inc
|
372 | $110,126 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,210,889 | 15,578 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,980,909 | 12,809 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,967,994 | 12,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,862,138 | 12,709 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,697,897 | 9,234 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,933,779 | 9,392 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,700,615 | 9,316 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $3,307,892 | 10,863 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,781,578 | 10,915 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,138,103 | 11,130 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,453,451 | 11,647 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,155,220 | 11,977 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,585,693 | 12,016 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,499,598 | 12,516 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,379,244 | 12,823 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,021,540 | 13,095 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,415,584 | 13,835 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,466,123 | 14,017 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,659,423 | 13,651 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,274,032 | 13,579 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,894,997 | 12,533 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,813,405 | 12,552 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,612,296 | 12,174 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,622,466 | 11,948 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,152,395 | 11,668 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $566,158 | 3,424 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||