Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$226,519
-$23,356 QoQ
Shares Held
838
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,051
of 3,448 holders
Holding Since
Dec 2022
12 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, 2026Aspen Grove Capital, LLC holds $599,354 across 3 Restaurants names. MCD ranks #2 (37.8% of the industry book) .
All Filings in MCD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,519 | 838 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $249,875 | 804 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $244,809 | 801 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $242,808 | 799 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $343,884 | 1,177 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $263,952 | 845 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $248,145 | 856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $255,788 | 840 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $232,922 | 914 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $246,142 | 873 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $378,383 | 1,268 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $206,607 | 784 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||