Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,546,713
-$255,247 QoQ
Shares Held
5,722
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,478
of 3,443 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $2,476,702 across 4 Restaurants names. MCD ranks #1 (62.5% of the industry book) .
All Filings in MCD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,546,713 | 5,722 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,801,960 | 5,798 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,685,549 | 5,515 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,254,154 | 4,127 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $903,389 | 3,092 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $873,698 | 2,797 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $820,388 | 2,830 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $807,256 | 2,651 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $687,813 | 2,699 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $781,001 | 2,770 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $778,042 | 2,624 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $616,976 | 2,342 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||