Position in MCD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$12,314,512
-$9,444,827 QoQ
Shares Held
45,557
-34.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#500
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)
Derivatives in MCD
reported options exposure · as of Sep 30, 2021CallValue
$24,111
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $19,386,957 across 8 Restaurants names. MCD ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
45,557 | $12,314,512 | |
| 2 | SBUX |
Starbucks Corp
|
26,574 | $2,715,597 | |
| 3 | YUM |
Yum Brands Inc
|
12,979 | $2,074,822 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
21,147 | $718,998 | |
| 5 | DRI |
Darden Restaurants Inc
|
3,303 | $680,451 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,907 | $368,489 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
7,100 | $290,177 | |
| 8 | SHAK |
Shake Shack Inc.
|
3,997 | $223,911 |
All Filings in MCD
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,314,512 | 45,557 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $21,759,339 | 70,013 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,655,370 | 64,311 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,989,983 | 59,199 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,923,070 | 57,922 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $18,813,732 | 60,229 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $16,880,873 | 58,232 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $17,353,111 | 56,987 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,786,843 | 54,100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,405,107 | 51,091 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $14,994,213 | 50,569 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $11,771,025 | 44,682 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $8,314,597 | 27,863 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,369,006 | 29,931 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,852,955 | 41,183 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,926,353 | 30,018 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,169,642 | 29,041 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $6,467,855 | 26,156 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $7,030,939 | 26,228 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $24,111 | 100 | Call | Sole | 2021-12-03 | |
| 2021-09-30 | $6,244,025 | 25,897 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $5,741,025 | 24,854 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $10,000 | 800 | Call | Sole | 2021-05-24 | |
| 2021-03-31 | $5,484,481 | 24,469 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $5,226,954 | 24,359 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $21,458 | 100 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $3,000 | 100 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $5,142,431 | 23,429 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $4,465,834 | 24,209 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,956,494 | 23,928 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||