Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$73,794
-$33,739 QoQ
Shares Held
273
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,284
of 3,443 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $445,807 across 15 Restaurants names. MCD ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
1,833 | $187,314 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
273 | $73,794 | |
| 3 | YUM |
Yum Brands Inc
|
409 | $65,382 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
934 | $31,756 | |
| 5 | DRI |
Darden Restaurants Inc
|
136 | $28,017 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
467 | $19,086 | |
| 7 | EAT |
Brinker International, Inc
|
83 | $13,944 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
33 | $6,376 |
All Filings in MCD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,794 | 273 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $107,533 | 346 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $102,997 | 337 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $84,481 | 278 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $86,190 | 295 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $80,279 | 257 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $82,618 | 285 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $80,390 | 264 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $67,787 | 266 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $86,276 | 306 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $93,400 | 315 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $75,870 | 288 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $100,564 | 337 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $89,754 | 321 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $91,971 | 349 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $70,837 | 307 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $51,844 | 210 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $58,707 | 219 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,874 | 211 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||