Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$98,122
-$17,802 QoQ
Shares Held
363
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,260
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, 2026Costello Asset Management, INC holds $650,465 across 8 Restaurants names. MCD ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YUM |
Yum Brands Inc
|
1,337 | $213,732 | |
| 2 | SBUX |
Starbucks Corp
|
1,359 | $138,876 | |
| 3 | DRI |
Darden Restaurants Inc
|
670 | $138,026 | |
| 4 | MCD |
Mcdonalds Corp
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|
363 | $98,122 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,000 | $40,870 | |
| 6 | PZZA |
Papa Johns International Inc
|
350 | $12,869 | |
| 7 | BLMN |
Bloomin' Brands, Inc.
|
500 | $4,570 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
100 | $3,400 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,122 | 363 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $115,924 | 373 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $113,999 | 373 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $119,732 | 394 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $120,081 | 411 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $133,069 | 426 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $132,769 | 458 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $143,424 | 471 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $120,029 | 471 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $132,516 | 470 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $131,946 | 445 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $114,332 | 434 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $137,268 | 460 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $118,834 | 425 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $124,913 | 474 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $113,293 | 491 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $120,971 | 490 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $120,919 | 489 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $180,411 | 673 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $132,610 | 550 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $127,044 | 550 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $123,277 | 550 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $117,804 | 549 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $120,500 | 549 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $101,089 | 548 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||