Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$112,178
-$30,163 QoQ
Shares Held
415
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,255
of 3,448 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$607
PutShares
2
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Covestor Ltd holds $861,149 across 29 Restaurants names. MCD ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BROS |
Dutch Bros Inc.
|
2,562 | $183,977 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
415 | $112,178 | |
| 3 | WEN |
Wendy's Co
|
9,643 | $79,940 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
2,239 | $76,126 | |
| 5 | PZZA |
Papa Johns International Inc
|
1,571 | $57,765 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
703 | $50,974 | |
| 7 | YUM |
Yum Brands Inc
|
285 | $45,560 | |
| 8 | SHAK |
Shake Shack Inc.
|
735 | $41,174 |
All Filings in MCD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,178 | 415 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $142,341 | 458 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $218,219 | 714 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $607 | 2 | Put | Sole | 2025-10-30 | |
| 2025-09-30 | $214,546 | 706 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $243,961 | 835 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $584 | 2 | Put | Sole | 2025-08-11 | |
| 2025-03-31 | $255,206 | 817 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $260,611 | 899 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $263,096 | 864 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $236,236 | 927 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $196,237 | 696 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $250,847 | 846 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $188,886 | 717 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $200,829 | 673 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $215,299 | 770 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $189,478 | 719 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $1,054 | 4 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $146,750 | 636 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $95,295 | 386 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $102,126 | 413 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $54,418 | 203 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||