Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,060,591
-$2,305,732 QoQ
Shares Held
55,716
-0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#78
of 1,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Apollon Wealth Management, LLC holds $25,524,783 across 9 Restaurants names. MCD ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
55,716 | $15,060,591 | |
| 2 | SBUX |
Starbucks Corp
|
42,425 | $4,335,410 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
52,998 | $1,801,932 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
41,168 | $1,682,536 | |
| 5 | YUM |
Yum Brands Inc
|
6,283 | $1,004,400 | |
| 6 | DRI |
Darden Restaurants Inc
|
4,306 | $887,079 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,261 | $436,893 | |
| 8 | DPZ |
Dominos Pizza Inc
|
987 | $292,191 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,060,591 | 55,716 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,366,323 | 55,878 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $17,098,164 | 55,944 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,741,603 | 55,091 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,966,213 | 54,647 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $16,617,771 | 53,199 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,428,115 | 49,771 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,348,750 | 27,417 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,197,700 | 28,244 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,884,167 | 27,963 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,279,448 | 27,923 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,057,012 | 22,992 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,077,091 | 23,716 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,397,476 | 22,880 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,973,170 | 22,666 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,008,903 | 21,708 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,297,551 | 21,458 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,539,072 | 22,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,535,278 | 24,379 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,870,538 | 16,053 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,514,326 | 10,885 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,493,557 | 11,125 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,937,914 | 23,012 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $741,876 | 3,380 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $570,381 | 3,092 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $421,311 | 2,548 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||