Position in MCD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,857,124
-$942,517 QoQ
Shares Held
36,466
+4.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#556
of 3,443 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Jun 30, 2026CallValue
$135,155
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HUB Investment Partners, LLC holds $18,171,390 across 9 Restaurants names. MCD ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
36,466 | $9,857,124 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
22,359 | $4,320,429 | |
| 3 | SBUX |
Starbucks Corp
|
16,796 | $1,716,383 | |
| 4 | BROS |
Dutch Bros Inc.
|
10,771 | $773,465 | |
| 5 | YUM |
Yum Brands Inc
|
2,914 | $465,832 | |
| 6 | CAVA |
Cava Group, Inc.
|
5,241 | $411,313 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,387 | $285,735 | |
| 8 | DPZ |
Dominos Pizza Inc
|
749 | $221,733 |
All Filings in MCD
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,857,124 | 36,466 | Shares | Sole | 2026-07-31 | |
| 2026-06-30 | $135,155 | 500 | Call | Sole | 2026-07-31 | |
| 2026-03-31 | $10,799,641 | 34,749 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $186,474 | 600 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $10,135,302 | 33,162 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $244,504 | 800 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $9,931,732 | 32,682 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $182,334 | 600 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $204,519 | 700 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $15,913,039 | 54,465 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,375,997 | 52,425 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $31,237 | 100 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $28,989 | 100 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $14,218,234 | 49,047 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,405,150 | 47,306 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,471,622 | 45,015 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,908,158 | 42,235 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,387,763 | 38,406 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,277,566 | 35,217 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,639,538 | 32,303 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,313,034 | 22,578 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,452,766 | 10,630 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,470,528 | 10,007 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,339,516 | 9,461 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,597,866 | 9,691 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,319,478 | 9,620 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,261,392 | 9,790 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,055,812 | 9,172 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,613,856 | 7,521 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||