Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$328,156
-$55,980 QoQ
Shares Held
1,214
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,696
of 3,448 holders
Holding Since
Sep 2023
12 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, 2026Leonard Rickey Investment Advisors P.L.L.C. holds $603,149 across 2 Restaurants names. MCD ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,214 | $328,156 | |
| 2 | SBUX |
Starbucks Corp
|
2,691 | $274,993 |
All Filings in MCD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,156 | 1,214 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $384,136 | 1,236 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $380,509 | 1,245 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $387,459 | 1,275 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $369,595 | 1,265 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $397,022 | 1,271 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $362,362 | 1,250 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $362,366 | 1,190 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $297,398 | 1,167 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $289,844 | 1,028 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $321,120 | 1,083 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $285,305 | 1,083 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||