Apella Capital, LLC

Position in MCD — Mcdonalds Corp

CIK 1801507 WEST HARTFORD, CT

Position in MCD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,553,765

-$539,339 QoQ

Shares Held

13,147

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#975

of 3,448 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Apella Capital, LLC holds $6,898,793 across 4 Restaurants names. MCD ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	13,147	$3,553,765
2	SBUX	Starbucks Corp	20,493	$2,094,179
3	YUM	Yum Brands Inc	4,630	$740,151
4	DRI	Darden Restaurants Inc	2,479	$510,698

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,553,765	13,147	-0.2%	Shares	Sole	2026-07-08
2026-03-31	$4,093,104	13,170	+21.4%	Shares	Sole	2026-04-20
2025-12-31	$3,314,251	10,844	-7.8%	Shares	Sole	2026-01-21
2025-09-30	$3,572,834	11,757	-1.6%	Shares	Sole	2025-10-17
2025-06-30	$3,491,431	11,950	+66.0%	Shares	Sole	2025-07-08
2025-03-31	$2,248,751	7,199	+23.2%	Shares	Sole	2025-04-10
2024-12-31	$1,693,827	5,843	-9.3%	Shares	Sole	2025-01-14
2024-09-30	$1,961,044	6,440	+13.8%	Shares	Sole	2024-10-03
2024-06-30	$1,442,394	5,660	+13.7%	Shares	Sole	2024-07-10
2024-03-31	$1,404,111	4,980	-2.0%	Shares	Sole	2024-04-10
2023-12-31	$1,506,567	5,081	-1.1%	Shares	Sole	2024-01-05
2023-09-30	$1,353,818	5,139	+1.3%	Shares	Sole	2023-10-10
2023-06-30	$1,514,430	5,075	+0.4%	Shares	Sole	2023-07-06
2022-12-31	$1,332,671	5,057	+8.7%	Shares	Sole	2023-01-10
2022-09-30	$1,073,633	4,653	+1.4%	Shares	Sole	2022-10-11
2022-06-30	$1,132,438	4,587	+3.2%	Shares	Sole	2022-07-08
2022-03-31	$1,098,912	4,444	+0.4%	Shares	Sole	2022-04-11
2021-12-31	$1,186,745	4,427	0.0%	Shares	Sole	2022-01-13
2021-09-30	$1,067,393	4,427	-13.9%	Shares	Sole	2022-01-18
2021-06-30	$1,187,981	5,143	-0.1%	Shares	Sole	2022-01-18
2021-03-31	$1,153,424	5,146	+0.1%	Shares	Sole	2021-04-15
2020-12-31	$1,103,370	5,142	-12.0%	Shares	Sole	2021-02-18
2020-09-30	$1,282,041	5,841	0.0%	Shares	Sole	2020-10-22
2020-06-30	$1,077,489	5,841	0.0%	Shares	Sole	2020-07-20
2020-03-31	$965,809	5,841	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.