Position in MCD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,124,636
+$1,641,358 QoQ
Shares Held
7,860
+405.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,255
of 3,448 holders
Holding Since
Mar 2020
26 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, 2026Trek Financial, LLC holds $2,657,567 across 3 Restaurants names. MCD ranks #1 (79.9% of the industry book) .
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,124,636 | 7,860 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $483,278 | 1,555 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $433,077 | 1,417 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,668,052 | 5,489 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $410,498 | 1,405 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,518,118 | 4,860 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $352,216 | 1,215 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $397,690 | 1,306 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $675,071 | 2,649 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $619,162 | 2,196 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $349,881 | 1,180 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $303,482 | 1,152 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,022,949 | 3,428 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,058,603 | 3,786 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $859,898 | 3,263 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $429,407 | 1,861 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $371,060 | 1,503 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $372,898 | 1,508 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $401,568 | 1,498 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $360,218 | 1,494 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $345,561 | 1,496 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $342,261 | 1,527 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $719,486 | 3,353 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $331,210 | 1,509 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $279,103 | 1,513 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $249,843 | 1,511 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||