Position in MCD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$140,831
-$21,090 QoQ
Shares Held
521
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,213
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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $3,823,159 across 7 Restaurants names. MCD ranks #2 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
35,947 | $3,673,423 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
521 | $140,831 | |
| 3 | CNNE |
Cannae Holdings, Inc.
|
209 | $3,009 | |
| 4 | JACK |
Jack In The Box Inc
|
119 | $1,881 | |
| 5 | BH-A |
Biglari Holdings Inc.
|
4 | $1,704 | |
| 6 | BJRI |
BJs RESTAURANTS INC
|
21 | $1,275 | |
| 7 | KRUS |
Kura Sushi USA, Inc.
|
18 | $1,036 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,831 | 521 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $161,921 | 521 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $159,233 | 521 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $158,326 | 521 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $151,928 | 520 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $162,432 | 520 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $150,742 | 520 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $158,345 | 520 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $132,516 | 520 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $146,614 | 520 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $154,185 | 520 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $136,988 | 520 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $149,205 | 500 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $139,805 | 500 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $131,765 | 500 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $115,370 | 500 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $123,440 | 500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $123,640 | 500 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $134,839 | 503 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $121,278 | 503 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $115,495 | 500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $134,484 | 600 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $128,748 | 600 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $131,694 | 600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $110,682 | 600 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $99,210 | 600 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||