Position in MCD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,326,884
+$39,855 QoQ
Shares Held
7,487
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 85.77534392947777.ToString("F0")%
Shared 0.ToString("F0")%
None 14.224656070522238.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026FIDELIS CAPITAL PARTNERS, LLC holds $7,364,575 across 5 Restaurants names. MCD ranks #2 (31.6% of the industry book) .
All Filings in MCD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,326,884 | 7,487 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,287,029 | 7,483 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,227,513 | 7,330 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,114,434 | 7,237 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,309,663 | 7,394 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,099,093 | 7,241 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,091,679 | 6,869 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,738,263 | 6,821 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,969,984 | 6,987 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,789,734 | 6,036 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,103,023 | 4,187 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,171,259 | 3,925 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,063,916 | 3,805 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $604,010 | 2,292 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||