Position in MCD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,389,393
-$204,959 QoQ
Shares Held
5,140
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,541
of 3,448 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $1,774,219 across 2 Restaurants names. MCD ranks #1 (78.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
5,140 | $1,389,393 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,868 | $384,826 |
All Filings in MCD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,389,393 | 5,140 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,594,352 | 5,130 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,689,522 | 5,528 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,661,974 | 5,469 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,532,431 | 5,245 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $1,616,514 | 5,175 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $522,091 | 1,801 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $539,287 | 1,771 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $430,679 | 1,690 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||