Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,989,135
-$986,047 QoQ
Shares Held
25,856
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#666
of 3,448 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $14,871,838 across 5 Restaurants names. MCD ranks #1 (47.0% of the industry book) .
All Filings in MCD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,989,135 | 25,856 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,975,182 | 25,661 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,589,404 | 24,832 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,665,219 | 21,933 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,471,565 | 22,150 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,763,747 | 21,653 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,919,263 | 20,419 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,199,214 | 20,358 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,329,468 | 20,913 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,555,619 | 23,251 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,851,160 | 23,106 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,917,125 | 22,461 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,910,550 | 26,509 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,719,867 | 24,033 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,416,524 | 28,143 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||