Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$347,618
+$8,547 QoQ
Shares Held
1,286
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,649
of 3,443 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $484,169 across 8 Restaurants names. MCD ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,286 | $347,618 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
581 | $112,266 | |
| 3 | YUM |
Yum Brands Inc
|
87 | $13,907 | |
| 4 | SBUX |
Starbucks Corp
|
68 | $6,948 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
50 | $1,700 | |
| 6 | DRI |
Darden Restaurants Inc
|
3 | $618 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2 | $592 | |
| 8 | WING |
Wingstop Inc.
|
3 | $520 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,618 | 1,286 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $339,071 | 1,091 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $333,442 | 1,091 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $299,939 | 987 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $290,416 | 994 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $261,453 | 837 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $308,732 | 1,065 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $331,306 | 1,088 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $231,394 | 908 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $201,030 | 713 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $333,573 | 1,125 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $296,106 | 1,124 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $210,677 | 706 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $195,167 | 698 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $252,198 | 957 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $220,818 | 957 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $236,264 | 957 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $236,646 | 957 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $256,542 | 957 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $391,080 | 1,622 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $374,665 | 1,622 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $363,555 | 1,622 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $348,048 | 1,622 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $356,012 | 1,622 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||