Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$55,301,641
-$12,836,269 QoQ
Shares Held
204,586
-6.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#213
of 3,448 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Kestra Advisory Services, LLC holds $93,895,471 across 13 Restaurants names. MCD ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
204,586 | $55,301,641 | |
| 2 | SBUX |
Starbucks Corp
|
218,415 | $22,319,828 | |
| 3 | YUM |
Yum Brands Inc
|
24,834 | $3,969,963 | |
| 4 | CAVA |
Cava Group, Inc.
|
44,213 | $3,469,836 | |
| 5 | DPZ |
Dominos Pizza Inc
|
6,784 | $2,008,335 | |
| 6 | DRI |
Darden Restaurants Inc
|
9,400 | $1,936,494 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
22,019 | $1,596,597 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
42,354 | $1,440,036 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,301,641 | 204,586 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $68,137,910 | 219,241 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $59,821,876 | 195,733 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $51,491,729 | 169,442 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,568,778 | 142,276 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $42,567,909 | 136,274 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $42,496,134 | 146,594 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $43,781,838 | 143,778 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $37,720,652 | 148,017 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,603,030 | 129,821 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,453,868 | 116,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,400,449 | 115,398 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,441,940 | 108,716 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $27,770,305 | 99,318 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,175,862 | 118,301 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $24,001,113 | 104,018 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $25,266,192 | 102,342 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,717,366 | 87,825 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $23,291,798 | 86,887 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $27,903,901 | 115,731 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $19,473,149 | 84,303 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $18,578,516 | 82,888 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $25,248,770 | 117,666 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $14,433,662 | 65,760 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||