Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,369,290
-$557,042 QoQ
Shares Held
16,164
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#873
of 3,448 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $8,784,190 across 8 Restaurants names. MCD ranks #1 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
16,164 | $4,369,290 | |
| 2 | SBUX |
Starbucks Corp
|
19,160 | $1,957,960 | |
| 3 | YUM |
Yum Brands Inc
|
8,858 | $1,416,039 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
7,936 | $324,344 | |
| 5 | CAVA |
Cava Group, Inc.
|
3,253 | $255,295 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,088 | $224,138 | |
| 7 | WEN |
Wendy's Co
|
15,107 | $125,237 | |
| 8 | SG |
Sweetgreen, Inc.
|
12,700 | $111,887 |
All Filings in MCD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,369,290 | 16,164 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,926,332 | 15,851 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,680,723 | 15,315 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,582,661 | 15,080 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,295,483 | 14,702 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,612,767 | 14,767 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,329,797 | 14,936 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,511,924 | 14,817 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,721,173 | 14,602 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,109,703 | 14,576 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,381,143 | 4,658 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $958,131 | 3,637 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $976,397 | 3,272 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $869,027 | 3,108 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||