Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$684,695
+$298,694 QoQ
Shares Held
2,533
+103.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,078
of 3,447 holders
Holding Since
Jun 2022
17 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, 2026Resurgent Financial Advisors LLC holds $879,037 across 2 Restaurants names. MCD ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
2,533 | $684,695 | |
| 2 | ARCO |
Arcos Dorados Holdings Inc.
|
24,112 | $194,342 |
All Filings in MCD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,695 | 2,533 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $386,001 | 1,242 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $386,621 | 1,265 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $385,636 | 1,269 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $369,595 | 1,265 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $390,150 | 1,249 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $364,391 | 1,257 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $381,551 | 1,253 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $331,801 | 1,302 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $372,174 | 1,320 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $386,649 | 1,304 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $325,611 | 1,236 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $336,904 | 1,129 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $314,002 | 1,123 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $591,361 | 2,244 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $464,710 | 2,014 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $496,475 | 2,011 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||