Position in MCD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,853,586
-$2,068,073 QoQ
Shares Held
29,054
-9.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#630
of 3,448 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $14,352,514 across 10 Restaurants names. MCD ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
29,054 | $7,853,586 | |
| 2 | SBUX |
Starbucks Corp
|
28,845 | $2,947,670 | |
| 3 | YUM |
Yum Brands Inc
|
5,958 | $952,445 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
3,446 | $665,870 | |
| 5 | DRI |
Darden Restaurants Inc
|
3,090 | $636,570 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
11,835 | $402,390 | |
| 7 | BROS |
Dutch Bros Inc.
|
4,131 | $296,647 | |
| 8 | EAT |
Brinker International, Inc
|
1,478 | $248,304 |
All Filings in MCD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,853,586 | 29,054 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,921,659 | 31,924 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,271,570 | 27,064 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,293,461 | 27,291 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,902,906 | 27,049 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,908,271 | 25,317 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,890,395 | 23,769 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,463,224 | 21,225 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,573,358 | 17,946 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,734,915 | 9,700 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,344,504 | 7,907 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,949,456 | 7,400 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,725,406 | 5,782 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $765,851 | 2,739 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||