Position in MCD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,324,271
-$734,956 QoQ
Shares Held
12,298
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,009
of 3,448 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Blue Trust, Inc. holds $9,760,140 across 15 Restaurants names. MCD ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
16,722 | $3,444,898 | |
| 2 | MCD |
Mcdonalds Corp
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|
12,298 | $3,324,271 | |
| 3 | SBUX |
Starbucks Corp
|
10,895 | $1,113,359 | |
| 4 | YUM |
Yum Brands Inc
|
3,494 | $558,550 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
2,072 | $400,372 | |
| 6 | PZZA |
Papa Johns International Inc
|
9,928 | $365,052 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
8,854 | $301,036 | |
| 8 | LOCO |
El Pollo Loco Holdings, Inc.
|
6,298 | $106,814 |
All Filings in MCD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,324,271 | 12,298 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $4,059,227 | 13,061 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $4,791,666 | 15,678 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,066,150 | 16,671 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $4,882,451 | 16,711 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $4,825,803 | 15,449 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $3,963,954 | 13,674 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $5,651,095 | 18,558 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,526,220 | 13,837 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $3,228,889 | 11,452 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,048 | 11,572 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,447 | 11,550 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,027,965 | 10,147 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,588,234 | 12,833 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,149 | 13,646 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,370,621 | 10,274 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,415,967 | 9,786 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||