Pinnacle West Asset Management, Inc.

Position in MCD — Mcdonalds Corp

CIK 1975730 CASPER, WY

Position in MCD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,697,546

-$258,877 QoQ

Shares Held

6,280

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#1,405

of 3,443 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Pinnacle West Asset Management, Inc. holds $3,209,716 across 3 Restaurants names. MCD ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	6,280	$1,697,546
2	DRI	Darden Restaurants Inc	3,739	$770,271
3	SBUX	Starbucks Corp	7,260	$741,899

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,697,546	6,280	-0.2%	Shares	Sole	2026-08-12
2026-03-31	$1,956,423	6,295	-3.6%	Shares	Sole	2026-05-15
2025-12-31	$1,995,763	6,530	-1.4%	Shares	Sole	2026-02-10
2025-09-30	$2,011,751	6,620	+0.2%	Shares	Sole	2025-11-05
2025-06-30	$1,931,243	6,610	-0.7%	Shares	Sole	2025-07-24
2025-03-31	$2,078,822	6,655	+0.2%	Shares	Sole	2025-05-07
2024-12-31	$1,924,869	6,640	+0.8%	Shares	Sole	2025-02-04
2024-09-30	$2,006,720	6,590	+1.3%	Shares	Sole	2024-10-23
2024-06-30	$1,657,734	6,505	+0.4%	Shares	Sole	2024-08-07
2024-03-31	$1,827,036	6,480	-0.5%	Shares	Sole	2024-04-24
2023-12-31	$1,930,280	6,510	+4.5%	Shares	Sole	2024-02-13
2023-09-30	$1,641,231	6,230	+4.4%	Shares	Sole	2023-11-08
2023-06-30	$1,781,507	5,970	-1.6%	Shares	Sole	2023-08-15
2023-03-31	$1,697,232	6,070	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.