Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,577,823
-$1,018,761 QoQ
Shares Held
13,236
-10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#974
of 3,448 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NewEdge Wealth, LLC holds $15,804,121 across 10 Restaurants names. MCD ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
58,258 | $5,953,385 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
13,236 | $3,577,823 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
29,622 | $2,147,891 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,535 | $1,552,285 | |
| 5 | YUM |
Yum Brands Inc
|
4,572 | $730,879 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
19,516 | $663,544 | |
| 7 | CAVA |
Cava Group, Inc.
|
6,391 | $501,565 | |
| 8 | DPZ |
Dominos Pizza Inc
|
997 | $295,151 |
All Filings in MCD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,577,823 | 13,236 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,596,584 | 14,790 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,741,323 | 28,601 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,676,261 | 25,260 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,903,394 | 33,896 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,240,113 | 32,782 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,010,500 | 93,175 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $26,778,000 | 87,938 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,640,534 | 69,222 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $19,188,389 | 68,056 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $24,000,705 | 80,944 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $19,957,950 | 75,759 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $20,456,900 | 68,553 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,267,874 | 61,757 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $15,033,595 | 57,047 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,293,134 | 53,277 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,461,268 | 50,475 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $11,162,713 | 45,142 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,027,863 | 41,138 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,304,676 | 38,591 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,668,361 | 37,527 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,519,000 | 33,546 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,029,283 | 9,457 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||