Position in MCD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,226,396
-$118,392 QoQ
Shares Held
4,537
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,642
of 3,448 holders
Holding Since
Mar 2020
25 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $3,897,635 across 7 Restaurants names. MCD ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
4,537 | $1,226,396 | |
| 2 | SBUX |
Starbucks Corp
|
8,586 | $877,403 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
3,323 | $642,103 | |
| 4 | YUM |
Yum Brands Inc
|
3,007 | $480,699 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
3,178 | $230,436 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
6,524 | $221,816 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,062 | $218,782 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,396 | 4,537 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,344,788 | 4,327 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,305,040 | 4,270 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,653,769 | 5,442 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,608,103 | 5,504 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,409,102 | 14,115 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,005,989 | 13,819 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,740,916 | 15,569 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,855,219 | 15,128 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $4,272,670 | 15,154 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,452,097 | 15,015 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,138,115 | 15,708 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,818,127 | 16,146 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,553,169 | 16,284 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,225,967 | 16,036 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,975,419 | 17,229 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,214,982 | 17,073 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,196,836 | 16,972 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,338,712 | 16,185 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,480,422 | 14,435 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,306,621 | 14,315 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,100,528 | 13,833 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,771,300 | 12,915 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,680,854 | 7,658 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $1,355,870 | 8,200 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||