Cape Investment Advisory, Inc.

Position in MCD — Mcdonalds Corp

CIK 1944437 MCDONOUGH, GA

Position in MCD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$145,966

-$75,310 QoQ

Shares Held

540

-25.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,206

of 3,448 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $676,283 across 10 Restaurants names. MCD ranks #1 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	540	$145,966
2	DPZ	Dominos Pizza Inc	463	$137,066
3	YUMC	Yum China Holdings, Inc.	3,035	$124,039
4	QSR	Restaurant Brands International Inc.	1,135	$82,298
5	SBUX	Starbucks Corp	473	$48,335
6	YUM	Yum Brands Inc	300	$47,958
7	CMG	Chipotle Mexican Grill Inc	1,314	$44,676
8	DRI	Darden Restaurants Inc	204	$42,026

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,966	540	-25.4%	Shares	Defined	2026-07-23
2025-12-31	$221,276	724	+190.8%	Shares	Sole	2026-02-17
2025-09-30	$75,668	249	-71.2%	Shares	Sole	2025-12-29
2025-06-30	$252,727	865	+15.6%	Shares	Sole	2025-08-19
2025-03-31	$233,652	748	-4.5%	Shares	Sole	2025-05-16
2024-12-31	$226,983	783	-6.0%	Shares	Sole	2025-02-05
2024-09-30	$253,656	833	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$223,239	876	-33.1%	Shares	Sole	2024-08-15
2024-03-31	$369,354	1,310	-28.6%	Shares	Sole	2024-06-21
2023-12-31	$544,095	1,835	+100.3%	Shares	Sole	2024-02-12
2023-09-30	$241,311	916	-15.0%	Shares	Sole	2023-11-07
2023-06-30	$321,685	1,078	+49.1%	Shares	Sole	2023-10-12
2023-03-31	$202,158	723	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.