Invst, LLC

Position in MCD — Mcdonalds Corp

CIK 1867587 INDIANAPOLIS, IN

Position in MCD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$284,095

-$165,307 QoQ

Shares Held

1,051

-27.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,850

of 3,477 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Invst, LLC holds $3,654,887 across 4 Restaurants names. MCD ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLMN	Bloomin' Brands, Inc.	173,440	$1,585,241
2	SBUX	Starbucks Corp	10,356	$1,058,279
3	EAT	Brinker International, Inc	4,329	$727,272
4	MCD	Mcdonalds Corp This page	1,051	$284,095

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,095	1,051	-27.3%	Shares	Sole	2026-08-14
2026-03-31	$449,402	1,446	-3.0%	Shares	Sole	2026-05-13
2025-12-31	$455,694	1,491	+4.9%	Shares	Sole	2026-02-11
2025-09-30	$431,827	1,421	+0.1%	Shares	Sole	2026-02-04
2025-06-30	$414,881	1,420	+40.9%	Shares	Sole	2025-10-16
2025-03-31	$314,868	1,008	-30.7%	Shares	Sole	2025-06-03
2024-12-31	$421,789	1,455	-2.5%	Shares	Sole	2025-02-19
2024-09-30	$454,633	1,493	-6.2%	Shares	Sole	2024-11-19
2024-06-30	$405,450	1,591	+1.7%	Shares	Sole	2024-08-16
2024-03-31	$441,251	1,565	+1.0%	Shares	Sole	2024-05-24
2023-12-31	$459,590	1,550	+10.6%	Shares	Sole	2024-02-07
2023-09-30	$369,079	1,401	+49.2%	Shares	Sole	2023-11-21
2023-06-30	$280,206	939	+2.5%	Shares	Sole	2023-07-28
2023-03-31	$256,122	916	+7.8%	Shares	Sole	2023-04-28
2022-12-31	$224,000	850	-0.6%	Shares	Sole	2023-02-01
2022-06-30	$211,082	855	-21.9%	Shares	Sole	2022-08-11
2022-03-31	$270,771	1,095	+29.3%	Shares	Sole	2022-05-12
2021-12-31	$227,055	847	-19.4%	Shares	Sole	2022-02-25
2021-06-30	$242,770	1,051	-8.5%	Shares	Sole	2021-07-19
2021-03-31	$257,536	1,149	—	Shares	Sole	2021-06-23
No filing history on record for this holder in this stock.