Gladstone Institutional Advisory LLC

Position in MCD — Mcdonalds Corp

CIK 1766530 Bedminster, NJ

Position in MCD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,979,921

-$623,933 QoQ

Shares Held

18,423

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#818

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $7,486,122 across 6 Restaurants names. MCD ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	18,423	$4,979,921
2	SBUX	Starbucks Corp	8,620	$880,877
3	DPZ	Dominos Pizza Inc	1,722	$509,780
4	YUM	Yum Brands Inc	2,891	$462,155
5	BROS	Dutch Bros Inc.	5,634	$404,577
6	CMG	Chipotle Mexican Grill Inc	7,318	$248,812

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,979,921	18,423	+2.2%	Shares	Sole	2026-07-27
2026-03-31	$5,603,854	18,031	-19.7%	Shares	Sole	2026-05-14
2025-12-31	$6,865,672	22,464	+10.8%	Shares	Sole	2026-02-17
2025-09-30	$6,161,977	20,277	+0.4%	Shares	Sole	2025-10-22
2025-06-30	$5,903,002	20,204	-1.3%	Shares	Sole	2025-08-12
2025-03-31	$6,397,025	20,479	+6.3%	Shares	Sole	2025-05-15
2024-12-31	$5,585,600	19,268	+6.2%	Shares	Sole	2025-01-29
2024-09-30	$5,522,288	18,135	+2.2%	Shares	Sole	2024-10-28
2024-06-30	$4,524,174	17,753	-2.8%	Shares	Sole	2024-08-02
2024-03-31	$5,151,508	18,271	-25.2%	Shares	Sole	2024-05-14
2023-12-31	$7,241,960	24,424	+6.7%	Shares	Sole	2024-02-09
2023-09-30	$6,032,776	22,900	+7.8%	Shares	Sole	2023-11-13
2023-06-30	$6,339,720	21,245	+49.8%	Shares	Sole	2023-08-10
2023-03-31	$3,965,988	14,184	-11.7%	Shares	Sole	2023-05-12
2022-12-31	$4,233,345	16,064	-35.6%	Shares	Sole	2023-02-01
2022-09-30	$5,754,886	24,941	+57.8%	Shares	Sole	2023-01-30
2022-06-30	$3,902,925	15,809	+1.1%	Shares	Sole	2023-01-30
2022-03-31	$3,864,986	15,630	-0.6%	Shares	Sole	2023-01-30
2021-12-31	$4,217,277	15,732	+43.0%	Shares	Sole	2023-01-30
2021-09-30	$2,652,933	11,003	+48.6%	Shares	Sole	2023-01-30
2021-06-30	$1,709,787	7,402	+55.4%	Shares	Sole	2023-01-30
2021-03-31	$1,067,802	4,764	+161.2%	Shares	Sole	2023-01-30
2020-12-31	$391,393	1,824	-9.9%	Shares	Sole	2023-01-30
2020-09-30	$444,247	2,024	+17.3%	Shares	Sole	2023-01-30
2020-06-30	$318,210	1,725	-19.6%	Shares	Sole	2020-08-17
2020-03-31	$354,840	2,146	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.