Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,960,065
-$527,365 QoQ
Shares Held
22,049
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#723
of 3,443 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $19,570,509 across 9 Restaurants names. MCD ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
184,039 | $6,257,326 | |
| 2 | MCD |
Mcdonalds Corp
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|
22,049 | $5,960,065 | |
| 3 | SBUX |
Starbucks Corp
|
25,340 | $2,589,494 | |
| 4 | WEN |
Wendy's Co
|
244,705 | $2,028,604 | |
| 5 | SHAK |
Shake Shack Inc.
|
15,484 | $867,413 | |
| 6 | YUM |
Yum Brands Inc
|
3,729 | $596,117 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,616 | $538,922 | |
| 8 | CAVA |
Cava Group, Inc.
|
6,432 | $504,783 |
All Filings in MCD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,960,065 | 22,049 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,487,430 | 20,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,552,685 | 18,168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,606,466 | 18,449 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,050,840 | 20,710 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,056,541 | 19,389 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,354,268 | 18,470 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,331,056 | 17,507 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,618,210 | 18,122 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,699,953 | 9,576 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,762,583 | 9,317 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,596,201 | 9,855 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,943,516 | 9,864 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,044,787 | 7,313 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,925,350 | 7,306 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,581,491 | 6,854 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,414,622 | 5,730 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,480,959 | 5,989 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,421,307 | 5,302 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $988,551 | 4,100 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $472,605 | 2,046 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||