Glass Jacobson Investment Advisors llc

Position in MCD — Mcdonalds Corp

CIK 1964394 OWINGS MILLS, MD

Position in MCD

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

Position Value

$121,369

-$18,175 QoQ

Shares Held

449

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#3,245

of 3,448 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Glass Jacobson Investment Advisors llc holds $258,609 across 6 Restaurants names. MCD ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	449	$121,369
2	DRI	Darden Restaurants Inc	541	$111,451
3	SBUX	Starbucks Corp	113	$11,547
4	YUM	Yum Brands Inc	69	$11,030
5	YUMC	Yum China Holdings, Inc.	69	$2,820
6	CAVA	Cava Group, Inc.	5	$392

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,369	449	0.0%	Shares	Sole	2026-07-30
2026-03-31	$139,544	449	0.0%	Shares	Sole	2026-04-23
2025-12-31	$137,227	449	0.0%	Shares	Sole	2026-01-22
2025-09-30	$136,446	449	0.0%	Shares	Sole	2025-10-29
2025-06-30	$131,184	449	-75.7%	Shares	Sole	2025-07-31
2025-03-31	$576,947	1,847	0.0%	Shares	Sole	2025-04-01
2024-12-31	$535,426	1,847	+1.2%	Shares	Sole	2025-02-13
2024-09-30	$556,035	1,826	0.0%	Shares	Sole	2024-11-15
2024-06-30	$465,337	1,826	0.0%	Shares	Sole	2024-08-12
2024-03-31	$514,840	1,826	0.0%	Shares	Sole	2024-04-26
2023-12-31	$541,427	1,826	-1.1%	Shares	Sole	2024-01-22
2023-09-30	$486,310	1,846	-5.1%	Shares	Sole	2023-11-07
2023-06-30	$580,705	1,946	0.0%	Shares	Sole	2023-07-25
2022-12-31	$512,829	1,946	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.