Position in MCD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,522,656
-$637,645 QoQ
Shares Held
5,633
-19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,492
of 3,448 holders
Holding Since
Jun 2021
21 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, 2026Everhart Financial Group, Inc. holds $3,411,600 across 6 Restaurants names. MCD ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
5,633 | $1,522,656 | |
| 2 | SBUX |
Starbucks Corp
|
7,195 | $735,257 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
14,011 | $476,374 | |
| 4 | YUM |
Yum Brands Inc
|
1,810 | $289,346 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
2,955 | $214,267 | |
| 6 | WEN |
Wendy's Co
|
20,953 | $173,700 |
All Filings in MCD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,522,656 | 5,633 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,160,301 | 6,951 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,049,249 | 6,705 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,726,095 | 5,680 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,798,598 | 6,156 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,546,543 | 4,951 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,277,255 | 4,406 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,207,686 | 3,966 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $974,763 | 3,825 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,044,624 | 3,705 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,227,551 | 4,140 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $849,330 | 3,224 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,008,327 | 3,379 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $835,474 | 2,988 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $740,255 | 2,809 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $678,375 | 2,940 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $712,248 | 2,885 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $595,697 | 2,409 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $437,222 | 1,631 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $337,554 | 1,400 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $326,388 | 1,413 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||