Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,051,382
-$571,064 QoQ
Shares Held
7,589
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,278
of 3,461 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $7,124,970 across 8 Restaurants names. MCD ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAVA |
Cava Group, Inc.
|
31,759 | $2,492,446 | |
| 2 | MCD |
Mcdonalds Corp
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|
7,589 | $2,051,382 | |
| 3 | SBUX |
Starbucks Corp
|
18,511 | $1,891,639 | |
| 4 | YUM |
Yum Brands Inc
|
2,048 | $327,393 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,149 | $311,066 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
991 | $40,502 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
123 | $8,918 | |
| 8 | WEN |
Wendy's Co
|
196 | $1,624 |
All Filings in MCD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,051,382 | 7,589 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,622,446 | 8,438 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,755,865 | 9,017 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,741,289 | 5,730 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,755,649 | 6,009 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,415,557 | 7,733 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,204,903 | 7,606 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,398,320 | 7,876 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,893,716 | 7,431 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,990,003 | 7,058 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,763,344 | 5,947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,516,887 | 5,758 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,177,824 | 3,947 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,489,482 | 5,327 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,043,675 | 7,755 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,305,988 | 5,660 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,377,590 | 5,580 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,354,105 | 5,476 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,541,134 | 5,749 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||