Systematic Alpha Investments, LLC

Position in MCD — Mcdonalds Corp

CIK 1806755 PRINCETON, NJ

Position in MCD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$25,950,030

-$3,886,120 QoQ

Shares Held

96,001

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#338

of 3,448 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Systematic Alpha Investments, LLC holds $42,832,270 across 4 Restaurants names. MCD ranks #1 (60.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	96,001	$25,950,030
2	YUM	Yum Brands Inc	99,234	$15,863,547
3	CMG	Chipotle Mexican Grill Inc	21,600	$734,400
4	DRI	Darden Restaurants Inc	1,380	$284,293

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,950,030	96,001	0.0%	Shares	Sole	2026-08-13
2026-03-31	$29,836,150	96,001	0.0%	Shares	Sole	2026-05-18
2025-12-31	$29,340,785	96,001	0.0%	Shares	Sole	2026-02-12
2025-09-30	$29,173,743	96,001	0.0%	Shares	Sole	2025-11-12
2025-06-30	$28,048,612	96,001	0.0%	Shares	Sole	2025-08-14
2025-03-31	$29,987,832	96,001	0.0%	Shares	Sole	2025-05-16
2024-12-31	$27,829,729	96,001	0.0%	Shares	Sole	2025-02-13
2024-09-30	$29,233,264	96,001	0.0%	Shares	Sole	2024-11-13
2024-06-30	$24,464,894	96,001	0.0%	Shares	Sole	2024-08-12
2024-03-31	$27,067,481	96,001	0.0%	Shares	Sole	2024-05-13
2023-12-31	$28,465,256	96,001	0.0%	Shares	Sole	2024-02-13
2023-09-30	$25,290,503	96,001	0.0%	Shares	Sole	2023-11-13
2023-06-30	$28,647,658	96,001	0.0%	Shares	Sole	2023-08-08
2023-03-31	$26,842,839	96,001	0.0%	Shares	Sole	2023-05-15
2022-12-31	$25,299,143	96,001	0.0%	Shares	Sole	2023-02-07
2022-09-30	$22,151,270	96,001	0.0%	Shares	Sole	2022-11-09
2022-06-30	$23,700,726	96,001	0.0%	Shares	Sole	2022-08-18
2022-03-31	$23,739,127	96,001	0.0%	Shares	Sole	2022-05-10
2021-12-31	$25,734,988	96,001	0.0%	Shares	Sole	2022-02-15
2021-09-30	$23,146,801	96,001	0.0%	Shares	Sole	2021-11-10
2021-06-30	$22,175,270	96,001	+0.0%	Shares	Sole	2021-08-12
2021-03-31	$21,517,440	96,000	0.0%	Shares	Sole	2021-04-16
2020-12-31	$20,599,680	96,000	—	Shares	Sole	2021-04-16
No filing history on record for this holder in this stock.