Position in MCD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,911,950
+$2,141,699 QoQ
Shares Held
21,871
+77.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#731
of 3,448 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Qsemble Capital Management, LP holds $16,216,150 across 6 Restaurants names. MCD ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
21,871 | $5,911,950 | |
| 2 | CAVA |
Cava Group, Inc.
|
42,082 | $3,302,595 | |
| 3 | DPZ |
Dominos Pizza Inc
|
8,097 | $2,397,035 | |
| 4 | BROS |
Dutch Bros Inc.
|
26,100 | $1,874,241 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
43,036 | $1,758,881 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
28,572 | $971,448 |
All Filings in MCD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,911,950 | 21,871 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $3,770,251 | 12,336 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,372,473 | 27,551 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,102,946 | 34,579 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,810,496 | 5,796 | Shares | Sole | 2025-05-12 | |
| 2023-09-30 | $5,216,112 | 19,800 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $1,621,738 | 5,800 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,633,886 | 6,200 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||