Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,974,073
-$337,272 QoQ
Shares Held
7,303
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,294
of 3,443 holders
Holding Since
Dec 2022
15 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, 2026Fiduciary Alliance LLC holds $11,724,287 across 5 Restaurants names. MCD ranks #3 (16.8% 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 | $1,974,073 | 7,303 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,311,345 | 7,437 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,595,715 | 8,493 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,531,099 | 8,329 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,500,683 | 8,559 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,514,266 | 8,049 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,188,379 | 7,549 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,333,144 | 4,378 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $910,033 | 3,571 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $703,183 | 2,494 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $755,803 | 2,549 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $685,470 | 2,602 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $461,640 | 1,547 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $335,811 | 1,201 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $295,153 | 1,120 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||