Balefire, LLC

Position in MCD — Mcdonalds Corp

CIK 1750924 DALLAS, TX

Position in MCD

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$387,354

-$107,112 QoQ

Shares Held

1,433

-9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,543

of 3,448 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Balefire, LLC holds $891,925 across 3 Restaurants names. MCD ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	1,433	$387,354
2	SBUX	Starbucks Corp	2,762	$282,248
3	BROS	Dutch Bros Inc.	3,096	$222,323

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,354	1,433	-9.9%	Shares	Sole	2026-07-07
2026-03-31	$494,466	1,591	-2.4%	Shares	Sole	2026-05-07
2025-12-31	$498,176	1,630	+17.9%	Shares	Sole	2026-01-12
2025-09-30	$420,279	1,383	+16.6%	Shares	Sole	2025-10-08
2025-06-30	$346,513	1,186	+58.8%	Shares	Sole	2025-07-09
2024-12-31	$216,547	747	-6.9%	Shares	Sole	2025-02-03
2024-09-30	$244,217	802	0.0%	Shares	Sole	2024-10-15
2024-06-30	$204,381	802	0.0%	Shares	Sole	2024-08-01
2024-03-31	$226,123	802	-11.1%	Shares	Sole	2024-05-10
2023-12-31	$267,452	902	-24.1%	Shares	Sole	2024-02-07
2023-09-30	$313,230	1,189	+667.1%	Shares	Sole	2023-12-06
2023-06-30	$46,253	155	-85.4%	Shares	Sole	2023-08-21
2020-12-31	$227,454	1,060	+0.6%	Shares	Sole	2021-02-08
2020-09-30	$231,342	1,054	-22.8%	Shares	Sole	2020-11-12
2020-06-30	$251,986	1,366	-33.6%	Shares	Sole	2020-08-14
2020-03-31	$340,124	2,057	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.