Position in MCD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,838
-$1,174 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,356
of 3,393 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $827,202 across 11 Restaurants names. MCD ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
2,294 | $472,586 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
2,882 | $97,988 | |
| 3 | BJRI |
BJs RESTAURANTS INC
|
1,152 | $69,966 | |
| 4 | SBUX |
Starbucks Corp
|
675 | $68,978 | |
| 5 | YUM |
Yum Brands Inc
|
330 | $52,753 | |
| 6 | BROS |
Dutch Bros Inc.
|
503 | $36,120 | |
| 7 | FWRG |
First Watch Restaurant Group, Inc.
|
1,019 | $13,134 | |
| 8 | MCD |
Mcdonalds Corp
This page
|
29 | $7,838 |
All Filings in MCD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,838 | 29 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,012 | 29 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,085 | 33 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,028 | 33 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $9,641 | 33 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,308 | 33 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,566 | 33 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $97,138 | 319 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $79,764 | 313 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||