Position in MCD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$127,045
-$22,134 QoQ
Shares Held
470
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,231
of 3,448 holders
Holding Since
Mar 2024
10 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, 2026ESL Trust Services, LLC holds $522,445 across 4 Restaurants names. MCD ranks #2 (24.3% of the industry book) .
All Filings in MCD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,045 | 470 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $149,179 | 480 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $149,758 | 490 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $148,906 | 490 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $133,521 | 457 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $148,063 | 474 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $137,407 | 474 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,533 | 74 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $18,858 | 74 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,864 | 74 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||