Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$494,126
-$152,627 QoQ
Shares Held
1,828
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,342
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, 2026CVA Family Office, LLC holds $1,214,227 across 11 Restaurants names. MCD ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,828 | $494,126 | |
| 2 | SBUX |
Starbucks Corp
|
4,415 | $451,168 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
2,672 | $90,848 | |
| 4 | YUM |
Yum Brands Inc
|
409 | $65,382 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
261 | $50,433 | |
| 6 | DRI |
Darden Restaurants Inc
|
184 | $37,905 | |
| 7 | EAT |
Brinker International, Inc
|
50 | $8,400 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
200 | $8,174 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,126 | 1,828 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $646,753 | 2,081 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $543,715 | 1,779 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $557,942 | 1,836 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $539,345 | 1,846 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $560,079 | 1,793 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $510,206 | 1,760 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $489,652 | 1,608 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $412,585 | 1,619 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $437,304 | 1,551 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $444,171 | 1,498 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $395,950 | 1,503 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $434,186 | 1,455 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $376,914 | 1,348 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $342,061 | 1,298 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $272,965 | 1,183 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $287,121 | 1,163 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $390,207 | 1,578 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $313,105 | 1,168 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $90,416 | 375 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $258,246 | 1,118 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $192,312 | 858 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $81,111 | 378 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $82,308 | 375 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $36,894 | 200 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $33,070 | 200 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||