Position in MCD
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$10,704,816
-$1,188,495 QoQ
Shares Held
39,602
+3.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#528
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, 2026CX Institutional holds $13,867,754 across 13 Restaurants names. MCD ranks #1 (77.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
39,602 | $10,704,816 | |
| 2 | SBUX |
Starbucks Corp
|
16,574 | $1,693,697 | |
| 3 | YUM |
Yum Brands Inc
|
3,232 | $516,667 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,236 | $460,638 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
6,878 | $233,852 | |
| 6 | DPZ |
Dominos Pizza Inc
|
564 | $166,966 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
724 | $29,589 | |
| 8 | BROS |
Dutch Bros Inc.
|
322 | $23,122 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,704,816 | 39,602 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $11,893,311 | 38,268 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $11,147,854 | 36,475 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,486,028 | 34,506 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,701,209 | 12,668 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,100,587 | 29,134 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,455,511 | 29,168 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,233,950 | 27,040 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $4,155,675 | 16,307 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $5,015,890 | 17,790 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,207,813 | 7,446 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,113,842 | 8,024 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,371,762 | 7,948 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,239,955 | 8,011 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,486,167 | 20,818 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,448,124 | 6,276 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,262,655 | 9,165 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,849,654 | 7,480 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,835,982 | 18,040 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,827,979 | 11,729 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,215,469 | 5,262 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,127,424 | 5,030 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,165,383 | 5,431 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,197,317 | 5,455 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $928,437 | 5,033 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,019,713 | 6,167 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||