Position in MCD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,301,272
-$81,432 QoQ
Shares Held
4,814
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,598
of 3,470 holders
Holding Since
Dec 2021
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, 2026RETIREMENT GUYS FORMULA LLC holds $2,893,681 across 3 Restaurants names. MCD ranks #2 (45.0% 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 | $1,301,272 | 4,814 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,382,704 | 4,449 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,441,351 | 4,716 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,369,024 | 4,505 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,273,861 | 4,360 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,271,033 | 4,069 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $997,221 | 3,440 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $997,270 | 3,275 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $712,787 | 2,797 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $689,367 | 2,445 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $562,479 | 1,897 | Shares | Sole | 2024-01-22 | |
| 2022-12-31 | $518,890 | 1,969 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $400,333 | 1,735 | Shares | Sole | 2022-12-16 | |
| 2022-06-30 | $359,951 | 1,458 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $246,043 | 995 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $215,528 | 804 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||