Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,169,508
-$348,201 QoQ
Shares Held
8,026
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,230
of 3,443 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, 2026Key Financial Inc holds $3,205,089 across 9 Restaurants names. MCD ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
8,026 | $2,169,508 | |
| 2 | YUM |
Yum Brands Inc
|
3,607 | $576,615 | |
| 3 | SBUX |
Starbucks Corp
|
3,880 | $396,497 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,100 | $37,400 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
47 | $9,081 | |
| 6 | DRI |
Darden Restaurants Inc
|
28 | $5,768 | |
| 7 | KRUS |
Kura Sushi USA, Inc.
|
100 | $5,756 | |
| 8 | WING |
Wingstop Inc.
|
25 | $4,335 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,169,508 | 8,026 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,517,709 | 8,101 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,450,235 | 8,017 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,445,402 | 8,047 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,342,326 | 8,017 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,508,018 | 8,029 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,327,526 | 8,029 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,444,910 | 8,029 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,043,816 | 8,020 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,257,855 | 8,008 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,374,452 | 8,008 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,109,627 | 8,008 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,388,473 | 8,004 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,211,715 | 7,910 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,132,221 | 8,091 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,866,917 | 8,091 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $853,217 | 3,456 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $867,705 | 3,509 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $905,540 | 3,378 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $816,880 | 3,388 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $789,523 | 3,418 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $745,489 | 3,326 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $713,693 | 3,326 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $772,604 | 3,520 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $649,334 | 3,520 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $577,898 | 3,495 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||