Position in MCD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$360,323
-$116,739 QoQ
Shares Held
1,333
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,609
of 3,443 holders
Holding Since
Dec 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, 2026Root Financial Partners, LLC holds $666,177 across 2 Restaurants names. MCD ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,333 | $360,323 | |
| 2 | SBUX |
Starbucks Corp
|
2,993 | $305,854 |
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,323 | 1,333 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $477,062 | 1,535 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $286,069 | 936 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $443,071 | 1,458 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $441,176 | 1,510 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $250,208 | 801 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $229,013 | 790 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||