Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,434
-$4,970 QoQ
Shares Held
46
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,401
of 3,448 holders
Holding Since
Mar 2020
14 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, 2026Lloyd Advisory Services, LLC. holds $97,820 across 3 Restaurants names. MCD ranks #3 (12.7% of the industry book) .
All Filings in MCD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,434 | 46 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,404 | 56 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,667 | 12 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $2,584,071 | 9,165 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $449,509 | 1,516 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $995,803 | 3,780 | Shares | Other | 2023-11-13 | |
| 2022-03-31 | $22,255 | 90 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $22,785 | 85 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $19,288 | 80 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $13,397 | 58 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $10,310 | 46 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $9,870 | 46 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $12,291 | 56 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $4,960 | 30 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||