Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,216,418
+$619,457 QoQ
Shares Held
11,899
+42.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,026
of 3,448 holders
Holding Since
Sep 2020
24 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, 2026NFSG Corp holds $4,616,999 across 11 Restaurants names. MCD ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
11,899 | $3,216,418 | |
| 2 | SBUX |
Starbucks Corp
|
5,394 | $551,212 | |
| 3 | BROS |
Dutch Bros Inc.
|
4,700 | $337,507 | |
| 4 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,808 | $149,666 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
3,970 | $134,980 | |
| 6 | YUM |
Yum Brands Inc
|
552 | $88,242 | |
| 7 | PTLO |
Portillo's Inc.
|
12,800 | $60,672 | |
| 8 | CAKE |
Cheesecake Factory Inc
|
500 | $39,770 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,216,418 | 11,899 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,596,961 | 8,356 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,334,380 | 4,366 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $641,207 | 2,110 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $620,276 | 2,123 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $678,780 | 2,173 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $747,626 | 2,579 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $757,925 | 2,489 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $981,898 | 3,853 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $1,172,630 | 4,159 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $727,932 | 2,455 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $496,847 | 1,886 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $380,771 | 1,276 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $317,357 | 1,135 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $309,647 | 1,175 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $258,428 | 1,120 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $255,273 | 1,034 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $251,236 | 1,016 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $290,587 | 1,084 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $189,512 | 786 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $138,594 | 600 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $107,811 | 481 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $103,212 | 481 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $138,059 | 629 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||