Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,472,843
-$1,136,121 QoQ
Shares Held
23,946
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#691
of 3,443 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Global Retirement Partners, LLC holds $15,203,684 across 28 Restaurants names. MCD ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
23,946 | $6,472,843 | |
| 2 | SBUX |
Starbucks Corp
|
42,917 | $4,385,688 | |
| 3 | DPZ |
Dominos Pizza Inc
|
4,166 | $1,233,302 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,050 | $579,700 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
2,832 | $547,227 | |
| 6 | BROS |
Dutch Bros Inc.
|
6,605 | $474,305 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,580 | $325,495 | |
| 8 | YUM |
Yum Brands Inc
|
1,820 | $290,945 |
All Filings in MCD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,472,843 | 23,946 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,608,964 | 24,896 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,159,444 | 16,978 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,981,498 | 17,050 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,415,604 | 15,232 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,783,253 | 18,992 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,080,235 | 19,935 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,049,929 | 14,364 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,370,853 | 14,741 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,895,487 | 14,787 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,264,577 | 14,291 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,775,573 | 13,503 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,786,302 | 10,573 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,197,106 | 9,522 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,192,047 | 8,879 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,844,214 | 11,502 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,923,334 | 7,977 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,811,423 | 7,842 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,922,224 | 8,576 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,145,156 | 9,997 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,096,787 | 9,553 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,666,686 | 9,035 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,437,883 | 8,696 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||