Position in MCD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$610,089
-$90,431 QoQ
Shares Held
2,257
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,176
of 3,443 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Delta Investment Management, LLC holds $821,249 across 2 Restaurants names. MCD ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
2,257 | $610,089 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,025 | $211,160 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,089 | 2,257 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $700,520 | 2,254 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $733,817 | 2,401 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $733,894 | 2,415 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $705,590 | 2,415 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $754,061 | 2,414 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $809,372 | 2,792 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $746,049 | 2,450 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $623,848 | 2,448 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $729,404 | 2,587 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $715,478 | 2,413 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $640,686 | 2,432 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $719,466 | 2,411 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $674,139 | 2,411 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $609,281 | 2,312 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $538,316 | 2,333 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $575,971 | 2,333 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $576,656 | 2,332 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $625,139 | 2,332 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $568,296 | 2,357 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $544,443 | 2,357 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $528,297 | 2,357 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $505,765 | 2,357 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $641,349 | 2,922 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $552,672 | 2,996 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||