Position in MCD
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$31,124,574
-$6,689,245 QoQ
Shares Held
115,144
-5.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#300
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)
Derivatives in MCD
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$61,126
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $57,772,647 across 8 Restaurants names. MCD ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
115,144 | $31,124,574 | |
| 2 | SBUX |
Starbucks Corp
|
127,962 | $13,076,436 | |
| 3 | YUM |
Yum Brands Inc
|
33,239 | $5,313,586 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
101,669 | $3,456,746 | |
| 5 | DRI |
Darden Restaurants Inc
|
13,005 | $2,679,160 | |
| 6 | DPZ |
Dominos Pizza Inc
|
2,833 | $838,681 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
17,754 | $725,605 | |
| 8 | WING |
Wingstop Inc.
|
3,217 | $557,859 |
All Filings in MCD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,124,574 | 115,144 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $37,813,819 | 121,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,062,313 | 88,546 | Shares | Sole | 2026-02-18 | |
| 2025-12-31 | $61,126 | 200 | Put | Sole | 2026-02-18 | |
| 2025-09-30 | $516,613 | 1,700 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $26,711,627 | 87,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,075,493 | 106,361 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,278,025 | 106,534 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,934,572 | 110,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,226,924 | 112,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,582,336 | 116,082 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,422,864 | 129,182 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $38,746,444 | 130,675 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $33,651,825 | 127,740 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,629,314 | 112,695 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,054,096 | 118,215 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,537,329 | 115,878 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,117,691 | 113,191 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $27,727,339 | 112,311 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $29,855,598 | 120,736 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $6,892,615 | 25,712 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,548,825 | 68,636 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,475,200 | 19,374 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,812,171 | 8,085 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,803,759 | 8,406 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,657,807 | 7,553 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,516,712 | 8,222 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,172,827 | 7,093 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||