Position in MCD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,558,114
-$823,026 QoQ
Shares Held
20,562
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#756
of 3,448 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Callan Family Office, LLC holds $19,350,684 across 10 Restaurants names. MCD ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
20,562 | $5,558,114 | |
| 2 | SBUX |
Starbucks Corp
|
45,889 | $4,689,396 | |
| 3 | EAT |
Brinker International, Inc
|
13,439 | $2,257,752 | |
| 4 | YUM |
Yum Brands Inc
|
11,633 | $1,859,651 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
7,498 | $1,448,838 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
41,350 | $1,405,900 | |
| 7 | DRI |
Darden Restaurants Inc
|
4,840 | $997,088 | |
| 8 | CAKE |
Cheesecake Factory Inc
|
8,885 | $706,712 |
All Filings in MCD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,558,114 | 20,562 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,381,140 | 20,532 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,305,146 | 20,630 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,232,378 | 17,218 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,244,451 | 17,950 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,139,422 | 6,849 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,928,468 | 10,102 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $216,811 | 712 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||