Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$830,932
-$124,125 QoQ
Shares Held
3,074
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,932
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)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026TSFG, LLC holds $1,483,465 across 9 Restaurants names. MCD ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,074 | $830,932 | |
| 2 | SBUX |
Starbucks Corp
|
4,255 | $434,818 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
2,541 | $86,394 | |
| 4 | CAVA |
Cava Group, Inc.
|
897 | $70,396 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
350 | $27,839 | |
| 6 | YUM |
Yum Brands Inc
|
111 | $17,744 | |
| 7 | PTLO |
Portillo's Inc.
|
1,193 | $5,654 | |
| 8 | DRI |
Darden Restaurants Inc
|
26 | $5,356 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,932 | 3,074 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $955,057 | 3,073 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $934,005 | 3,056 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $926,560 | 3,049 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $916,829 | 3,138 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $177,113 | 567 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $164,367 | 567 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $172,352 | 566 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $154,178 | 605 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $164,940 | 585 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $173,458 | 585 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $184,408 | 700 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $208,887 | 700 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $192,092 | 687 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $180,781 | 686 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $158,287 | 686 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $168,372 | 682 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $165,677 | 670 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $179,338 | 669 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $167,812 | 696 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $160,769 | 696 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $140,535 | 627 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $133,254 | 621 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $133,888 | 610 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $117,691 | 638 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $105,493 | 638 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||