Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$266,670,251
-$2,220,883 QoQ
Shares Held
858,040
-2.5% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 71.66240762483596.ToString("F0")%
Shared 2.0323131479360117.ToString("F0")%
None 26.305279227228016.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Corient Private Wealth LLC holds $600,659,793 across 22 Restaurants names. MCD ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
3,015,054 | $270,118,687 | |
| 2 | MCD |
Mcdonalds Corp
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|
858,040 | $266,670,251 | |
| 3 | YUM |
Yum Brands Inc
|
160,451 | $24,946,920 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
196,153 | $6,278,857 | |
| 5 | DRI |
Darden Restaurants Inc
|
23,683 | $4,642,815 | |
| 6 | SHAK |
Shake Shack Inc.
|
52,036 | $4,603,624 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
42,654 | $3,152,130 | |
| 8 | DPZ |
Dominos Pizza Inc
|
8,642 | $3,100,663 |
All Filings in MCD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,670,251 | 858,040 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $268,891,134 | 879,793 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $256,679,775 | 844,647 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $264,903,525 | 906,676 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $292,806,889 | 937,372 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $302,713,572 | 1,044,236 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $328,319,331 | 1,078,189 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $302,233,104 | 1,185,972 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $354,150,063 | 1,256,074 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $380,308,766 | 1,282,617 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $330,352,178 | 1,253,994 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $365,409,310 | 1,224,521 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $330,285,676 | 1,181,237 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $212,563,034 | 806,599 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||