Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$270,850
-$42,426 QoQ
Shares Held
1,002
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,882
of 3,443 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026High Note Wealth, LLC holds $875,605 across 10 Restaurants names. MCD ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
5,660 | $578,395 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
1,002 | $270,850 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
32 | $6,183 | |
| 4 | YUM |
Yum Brands Inc
|
30 | $4,795 | |
| 5 | DRI |
Darden Restaurants Inc
|
18 | $3,708 | |
| 6 | DPZ |
Dominos Pizza Inc
|
12 | $3,552 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
91 | $3,094 | |
| 8 | EAT |
Brinker International, Inc
|
15 | $2,520 |
All Filings in MCD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,850 | 1,002 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $313,276 | 1,008 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $300,739 | 984 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $284,137 | 935 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $272,594 | 933 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $295,814 | 947 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $275,105 | 949 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $312,427 | 1,026 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,499,208 | 13,731 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,652,944 | 12,956 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,690,363 | 12,446 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,305,118 | 12,546 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,741,166 | 12,537 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,712,381 | 13,277 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,498,887 | 13,277 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,059,150 | 13,258 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,221,784 | 13,050 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,064,788 | 12,394 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,508,500 | 13,088 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,055,104 | 12,671 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,815,768 | 12,190 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,711,869 | 12,099 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,548,781 | 11,878 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||