Position in MCD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,042,585
-$201,507 QoQ
Shares Held
3,857
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,749
of 3,448 holders
Holding Since
Jun 2020
16 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, 2026OneAscent Financial Services LLC holds $2,628,552 across 4 Restaurants names. MCD ranks #2 (39.7% of the industry book) .
All Filings in MCD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,585 | 3,857 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,244,092 | 4,003 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $713,646 | 2,335 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $518,132 | 1,705 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,148,228 | 3,930 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,320,284 | 7,428 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $918,081 | 3,167 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $833,139 | 2,736 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $843,312 | 2,991 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $928,669 | 3,132 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $482,622 | 1,832 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $391,454 | 1,400 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $299,633 | 1,137 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $229,355 | 994 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $250,336 | 1,014 | Shares | Sole | 2022-08-08 | |
| 2020-06-30 | $225,791 | 1,224 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||