Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,840,309
+$334,449 QoQ
Shares Held
9,139
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
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, 2026Larson Financial Group LLC holds $13,428,778 across 29 Restaurants names. MCD ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHAK |
Shake Shack Inc.
|
49,023 | $4,337,064 | |
| 2 | SBUX |
Starbucks Corp
|
39,115 | $3,504,312 | |
| 3 | MCD |
Mcdonalds Corp
This page
|
9,139 | $2,840,309 | |
| 4 | YUM |
Yum Brands Inc
|
6,303 | $979,990 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,357 | $486,878 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
12,487 | $399,708 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,118 | $349,766 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
4,108 | $200,388 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,840,309 | 9,139 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,505,860 | 8,199 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,507,396 | 8,251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,723,803 | 5,900 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,684,611 | 5,393 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,333,783 | 4,601 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,966,525 | 6,458 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,089,919 | 19,973 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,969,702 | 6,986 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,191,505 | 7,391 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,888,074 | 7,167 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,822,389 | 6,107 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $172,798 | 618 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $162,598 | 617 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $139,366 | 604 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $488,822 | 1,980 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $519,040 | 2,099 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $572,329 | 2,135 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $110,910 | 460 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $82,925 | 359 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $75,759 | 338 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $72,313 | 337 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $87,576 | 399 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $73,234 | 397 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $84,493 | 511 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||