Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$504,668
-$86,454 QoQ
Shares Held
1,867
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,290
of 3,393 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Crewe Advisors LLC holds $1,033,974 across 11 Restaurants names. MCD ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,867 | $504,668 | |
| 2 | YUM |
Yum Brands Inc
|
1,564 | $250,021 | |
| 3 | SBUX |
Starbucks Corp
|
1,132 | $115,679 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
1,013 | $73,452 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
129 | $24,926 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
644 | $21,896 | |
| 7 | EAT |
Brinker International, Inc
|
127 | $21,336 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
200 | $8,174 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,668 | 1,867 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $591,122 | 1,902 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $589,560 | 1,929 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $683,448 | 2,249 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $717,277 | 2,455 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $809,350 | 2,591 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $596,013 | 2,056 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $714,380 | 2,346 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $595,561 | 2,337 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $423,770 | 1,503 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $280,206 | 939 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $342,242 | 1,224 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $260,894 | 990 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $207,666 | 900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $203,429 | 824 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $160,484 | 649 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $160,573 | 599 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $96,202 | 399 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $92,165 | 399 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $89,431 | 399 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $85,617 | 399 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $97,234 | 443 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $60,506 | 328 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $54,234 | 328 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||