Ethic Inc.

Position in MCD — Mcdonalds Corp

CIK 1780570 NEW YORK, NY

Position in MCD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,625,838

-$1,253,310 QoQ

Shares Held

24,512

-3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#687

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Consumer Cyclical · as of Jun 30, 2026

Ethic Inc. holds $25,809,701 across 10 Restaurants names. MCD ranks #1 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	24,512	$6,625,838
2	DRI	Darden Restaurants Inc	30,404	$6,263,528
3	CMG	Chipotle Mexican Grill Inc	137,878	$4,687,852
4	SBUX	Starbucks Corp	43,563	$4,451,702
5	TXRH	Texas Roadhouse, Inc.	7,335	$1,417,342
6	YUM	Yum Brands Inc	5,683	$908,484
7	DPZ	Dominos Pizza Inc	1,664	$492,610
8	YUMC	Yum China Holdings, Inc.	10,007	$408,986

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,625,838	24,512	-3.3%	Shares	Sole	2026-07-29
2026-03-31	$7,879,148	25,352	+7.7%	Shares	Sole	2026-04-27
2025-12-31	$7,195,141	23,542	+4.0%	Shares	Sole	2026-02-03
2025-09-30	$6,880,373	22,641	-0.2%	Shares	Sole	2025-10-17
2025-06-30	$6,628,168	22,686	+6.2%	Shares	Sole	2025-07-30
2025-03-31	$6,675,659	21,371	+10.7%	Shares	Sole	2025-05-13
2024-12-31	$5,598,645	19,313	-16.9%	Shares	Sole	2025-02-14
2024-09-30	$7,073,158	23,228	+8.7%	Shares	Sole	2024-11-13
2024-06-30	$5,445,421	21,368	-8.0%	Shares	Sole	2024-08-13
2024-03-31	$6,549,134	23,228	-0.8%	Shares	Sole	2024-05-13
2023-12-31	$6,939,816	23,405	+25.9%	Shares	Sole	2024-02-14
2023-09-30	$4,898,403	18,594	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$5,562,660	18,641	+7.0%	Shares	Sole	2023-08-14
2023-03-31	$4,872,483	17,426	-9.5%	Shares	Sole	2023-05-12
2022-12-31	$5,075,587	19,260	+11.4%	Shares	Sole	2023-02-14
2022-09-30	$3,990,417	17,294	-11.3%	Shares	Sole	2022-11-14
2022-06-30	$4,813,419	19,497	+36.4%	Shares	Sole	2022-08-10
2022-03-31	$3,534,867	14,295	+8.9%	Shares	Sole	2022-05-16
2021-12-31	$3,520,295	13,132	+29.4%	Shares	Sole	2022-02-14
2021-09-30	$2,447,507	10,151	+12.1%	Shares	Sole	2021-11-15
2021-06-30	$2,092,538	9,059	-34.9%	Shares	Sole	2021-08-10
2021-03-31	$3,120,925	13,924	+38.0%	Shares	Sole	2021-05-13
2020-12-31	$2,165,326	10,091	+16.9%	Shares	Sole	2021-02-10
2020-09-30	$1,894,857	8,633	+9.2%	Shares	Sole	2020-10-27
2020-06-30	$1,458,973	7,909	+33.7%	Shares	Sole	2020-08-12
2020-03-31	$978,210	5,916	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.