Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,785,397
+$1,778,249 QoQ
Shares Held
6,605
+28617.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,374
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IFG Advisory, LLC holds $2,986,127 across 12 Restaurants names. MCD ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
6,605 | $1,785,397 | |
| 2 | SBUX |
Starbucks Corp
|
4,693 | $479,577 | |
| 3 | YUM |
Yum Brands Inc
|
2,334 | $373,113 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
5,450 | $185,300 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,955 | $79,900 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
569 | $41,258 | |
| 7 | BROS |
Dutch Bros Inc.
|
250 | $17,952 | |
| 8 | WEN |
Wendy's Co
|
1,946 | $16,132 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,785,397 | 6,605 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,148 | 23 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,806,273 | 5,910 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,786,873 | 5,880 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,765,583 | 6,043 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,857,039 | 5,945 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,595,264 | 5,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,038,716 | 13,263 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,228,822 | 12,670 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,806,888 | 13,502 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,447,353 | 14,999 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $4,127,577 | 15,668 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,471,972 | 14,986 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,383,840 | 12,102 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,110,971 | 11,805 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,858,176 | 12,387 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,716,420 | 11,003 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,578,141 | 10,426 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,721,178 | 10,151 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,399,526 | 9,952 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,188,168 | 9,473 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,130,674 | 9,506 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,890,664 | 8,811 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,875,981 | 8,547 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,514,867 | 8,212 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,178,614 | 7,128 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||