Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,181,733
-$4,183,249 QoQ
Shares Held
111,656
+1.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#304
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Jun 30, 2023CallValue
$62,666,100
CallShares
210,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cresset Asset Management, LLC holds $42,310,014 across 7 Restaurants names. MCD ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
111,656 | $30,181,733 | |
| 2 | SBUX |
Starbucks Corp
|
60,555 | $6,188,115 | |
| 3 | SG |
Sweetgreen, Inc.
|
356,837 | $3,143,733 | |
| 4 | YUM |
Yum Brands Inc
|
11,649 | $1,862,209 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
13,193 | $448,562 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,203 | $247,830 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
3,280 | $237,832 |
All Filings in MCD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,181,733 | 111,656 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,364,982 | 110,573 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,207,922 | 108,654 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,616,513 | 107,330 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $30,500,794 | 104,394 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $38,346,541 | 122,760 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,749,547 | 140,569 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,932,123 | 193,531 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $48,682,338 | 191,031 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $42,602,362 | 151,099 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $38,061,802 | 128,366 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $33,172,628 | 125,921 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $36,832,447 | 123,429 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $62,666,100 | 210,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $9,243,906 | 33,060 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,348,726 | 35,475 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,788,167 | 33,753 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,869,657 | 35,927 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,346,441 | 33,753 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,655,951 | 43,481 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,217,160 | 46,523 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,951,555 | 38,753 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,293,176 | 10,231 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,450,818 | 20,742 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,836,897 | 26,593 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,782,015 | 25,923 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $4,273,140 | 25,843 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||