Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$40,546
-$6,072 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,338
of 3,448 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Tanglewood Legacy Advisors, LLC holds $44,136 across 2 Restaurants names. MCD ranks #1 (91.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
150 | $40,546 | |
| 2 | BROS |
Dutch Bros Inc.
|
50 | $3,590 |
All Filings in MCD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,546 | 150 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $46,618 | 150 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $45,844 | 150 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,583 | 150 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $43,825 | 150 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $56,538 | 181 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $52,470 | 181 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $55,116 | 181 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $46,126 | 181 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $51,032 | 181 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $53,668 | 181 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $47,682 | 181 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $54,012 | 181 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $50,609 | 181 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $21,345 | 81 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||