Position in MCD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,808,103
-$348,158 QoQ
Shares Held
6,689
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,369
of 3,448 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, 2026Fortis Capital Advisors, LLC holds $2,663,535 across 2 Restaurants names. MCD ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
6,689 | $1,808,103 | |
| 2 | CAVA |
Cava Group, Inc.
|
10,900 | $855,432 |
All Filings in MCD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,808,103 | 6,689 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,156,261 | 6,938 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,066,058 | 6,760 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,026,642 | 6,669 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,028,536 | 6,943 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,183,778 | 6,991 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,146,635 | 7,405 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,255,201 | 7,406 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,956,916 | 7,679 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,586,045 | 9,172 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,522,410 | 8,507 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,258,207 | 8,572 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,679,124 | 8,978 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,344,809 | 8,386 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,261,087 | 8,580 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||