Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$168,132
-$39,164 QoQ
Shares Held
622
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#3,188
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, 2026LGT Financial Advisors LLC holds $261,231 across 3 Restaurants names. MCD ranks #1 (64.4% of the industry book) .
All Filings in MCD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,132 | 622 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $207,296 | 667 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $203,549 | 666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $201,782 | 664 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $193,415 | 662 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $166,493 | 533 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $193,355 | 667 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $207,978 | 683 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $338,425 | 1,328 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $372,454 | 1,321 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $394,061 | 1,329 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $348,794 | 1,324 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $388,828 | 1,303 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $362,933 | 1,298 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $340,480 | 1,292 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||