CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in MCD — Mcdonalds Corp
CIK 1766904
RICHMOND, VA
Position in MCD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$866,877
-$204,411 QoQ
Shares Held
3,207
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,891
of 3,448 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,130,033 across 6 Restaurants names. MCD ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,207 | $866,877 | |
| 2 | SBUX |
Starbucks Corp
|
5,103 | $521,469 | |
| 3 | DRI |
Darden Restaurants Inc
|
1,467 | $302,213 | |
| 4 | YUM |
Yum Brands Inc
|
1,619 | $258,809 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
1,536 | $111,373 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
2,038 | $69,292 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,877 | 3,207 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,071,288 | 3,447 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $972,508 | 3,182 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $911,359 | 2,999 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $859,559 | 2,942 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $888,687 | 2,845 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $759,796 | 2,621 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,318,556 | 14,182 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $3,824,889 | 15,009 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $4,059,793 | 14,399 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $4,359,581 | 14,703 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,499,535 | 13,284 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,338,014 | 11,186 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,913,815 | 10,421 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,870,632 | 10,893 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,542,754 | 11,020 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,687,288 | 10,885 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $470,821 | 1,904 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $225,714 | 842 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $207,595 | 861 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $187,794 | 813 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $161,829 | 722 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,204,437 | 5,613 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $480,463 | 2,189 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||