Position in MCD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,820,068
-$1,323,373 QoQ
Shares Held
28,930
-1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#633
of 3,448 holders
Holding Since
Jun 2022
17 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, 2026ADVOCATE GROUP LLC holds $8,572,416 across 2 Restaurants names. MCD ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
28,930 | $7,820,068 | |
| 2 | DRI |
Darden Restaurants Inc
|
3,652 | $752,348 |
All Filings in MCD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,820,068 | 28,930 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,143,441 | 29,420 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,124,583 | 29,855 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,710,804 | 31,955 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,210,951 | 31,526 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,753,753 | 31,225 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,878,171 | 30,626 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,961,120 | 29,428 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,189,036 | 28,210 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,619,134 | 27,023 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,359,674 | 24,821 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,631,311 | 25,172 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $7,473,678 | 25,045 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,847,369 | 24,489 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,340,795 | 24,061 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $5,265,486 | 22,820 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,428,644 | 21,989 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||