Position in MCD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$524,401
-$83,802 QoQ
Shares Held
1,940
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,301
of 3,448 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $1,485,132 across 3 Restaurants names. MCD ranks #2 (35.3% of the industry book) .
All Filings in MCD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,401 | 1,940 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $608,203 | 1,990 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $604,741 | 1,990 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $581,418 | 1,990 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $740,941 | 2,372 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $798,067 | 2,753 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $868,767 | 2,853 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $650,606 | 2,553 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $719,818 | 2,553 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $756,990 | 2,553 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $672,562 | 2,553 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $717,758 | 2,567 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $274,071 | 1,040 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $470,709 | 2,040 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $503,635 | 2,040 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $504,451 | 2,040 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||