West Branch Capital LLC

Position in MCD — Mcdonalds Corp

CIK 1738723 AMHERST, MA

Position in MCD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,061,507

-$1,816,719 QoQ

Shares Held

3,927

-57.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,742

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

West Branch Capital LLC holds $1,104,562 across 5 Restaurants names. MCD ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	3,927	$1,061,507
2	DRI	Darden Restaurants Inc	136	$28,017
3	YUM	Yum Brands Inc	58	$9,271
4	BLMN	Bloomin' Brands, Inc.	564	$5,154
5	SBUX	Starbucks Corp	6	$613

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,061,507	3,927	-57.6%	Shares	Sole	2026-07-10
2026-03-31	$2,878,226	9,261	-9.5%	Shares	Sole	2026-04-14
2025-12-31	$3,128,734	10,237	-6.4%	Shares	Sole	2026-01-16
2025-09-30	$3,324,252	10,939	-1.7%	Shares	Sole	2025-10-21
2025-06-30	$3,250,975	11,127	+4.1%	Shares	Sole	2025-07-16
2025-03-31	$3,340,172	10,693	+7.4%	Shares	Sole	2025-04-16
2024-12-31	$2,886,724	9,958	+13.2%	Shares	Sole	2025-01-17
2024-09-30	$2,678,165	8,795	+4.6%	Shares	Sole	2024-10-18
2024-06-30	$2,142,185	8,406	+1.1%	Shares	Sole	2024-07-26
2024-03-31	$2,344,696	8,316	+8.1%	Shares	Sole	2024-04-24
2023-12-31	$2,281,347	7,694	+6.4%	Shares	Sole	2024-01-19
2023-09-30	$1,905,198	7,232	+0.3%	Shares	Sole	2023-10-20
2023-06-30	$2,151,536	7,210	+1.3%	Shares	Sole	2023-08-07
2023-03-31	$1,989,425	7,115	+0.3%	Shares	Sole	2023-04-20
2022-12-31	$1,869,481	7,094	-0.2%	Shares	Sole	2023-01-27
2022-09-30	$1,639,407	7,105	+2.0%	Shares	Sole	2022-10-19
2022-06-30	$1,719,272	6,964	+1.0%	Shares	Sole	2022-07-28
2022-03-31	$1,704,501	6,893	+0.5%	Shares	Sole	2022-05-03
2021-12-31	$1,838,960	6,860	-1.5%	Shares	Sole	2022-01-24
2021-09-30	$1,679,090	6,964	-1.9%	Shares	Sole	2021-11-09
2021-06-30	$1,639,105	7,096	-7.4%	Shares	Sole	2021-08-17
2021-03-31	$1,717,808	7,664	-25.8%	Shares	Sole	2021-05-14
2020-12-31	$2,217,684	10,335	+2.1%	Shares	Sole	2021-02-08
2020-09-30	$2,222,555	10,126	-1.0%	Shares	Sole	2020-10-13
2020-06-30	$1,886,574	10,227	+9.0%	Shares	Sole	2020-07-08
2020-03-31	$1,551,975	9,386	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.