Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,575,907
-$271,739 QoQ
Shares Held
5,830
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,465
of 3,448 holders
Holding Since
Sep 2024
7 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, 2026Alpine Bank Wealth Management holds $3,645,396 across 7 Restaurants names. MCD ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
18,481 | $1,888,573 | |
| 2 | MCD |
Mcdonalds Corp
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|
5,830 | $1,575,907 | |
| 3 | YUM |
Yum Brands Inc
|
469 | $74,974 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,300 | $44,200 | |
| 5 | DRI |
Darden Restaurants Inc
|
134 | $27,605 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
283 | $20,520 | |
| 7 | DPZ |
Dominos Pizza Inc
|
46 | $13,617 |
All Filings in MCD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,575,907 | 5,830 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,847,646 | 5,945 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,692,883 | 5,539 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,657,719 | 5,455 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,606,350 | 5,498 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,789,879 | 5,730 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $1,812,747 | 5,953 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||