Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$760,652
-$144,990 QoQ
Shares Held
2,814
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,992
of 3,443 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Truvestments Capital LLC holds $3,912,755 across 11 Restaurants names. MCD ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EAT |
Brinker International, Inc
|
6,542 | $1,099,056 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
2,814 | $760,652 | |
| 3 | DRI |
Darden Restaurants Inc
|
2,333 | $480,621 | |
| 4 | SBUX |
Starbucks Corp
|
4,562 | $466,190 | |
| 5 | SHAK |
Shake Shack Inc.
|
6,595 | $369,451 | |
| 6 | YUM |
Yum Brands Inc
|
1,713 | $273,840 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
7,527 | $255,918 | |
| 8 | WING |
Wingstop Inc.
|
1,002 | $173,756 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,652 | 2,814 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $905,642 | 2,914 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $618,900 | 2,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $675,243 | 2,222 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $212,115 | 726 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $242,711 | 777 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $178,862 | 617 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $171,743 | 564 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $75,562 | 268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $79,464 | 268 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $70,338 | 267 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $79,377 | 266 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $71,300 | 255 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $79,586 | 302 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $62,761 | 272 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $103,936 | 421 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $112,321 | 419 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $96,444 | 400 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $92,165 | 399 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $133,587 | 596 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $93,556 | 436 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $54,872 | 250 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $94,079 | 510 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $59,029 | 357 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||