Concurrent Investment Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 2001015 Tampa, FL

Position in MCD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$21,748,330

+$17,273 QoQ

Shares Held

80,457

+15.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#382

of 3,443 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $61,021,618 across 12 Restaurants names. MCD ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	80,457	$21,748,330
2	BROS	Dutch Bros Inc.	183,322	$13,164,352
3	SBUX	Starbucks Corp	112,282	$11,474,096
4	DRI	Darden Restaurants Inc	39,883	$8,216,296
5	CMG	Chipotle Mexican Grill Inc	59,880	$2,035,920
6	YUM	Yum Brands Inc	10,814	$1,728,725
7	SHAK	Shake Shack Inc.	16,306	$913,461
8	EAT	Brinker International, Inc	4,528	$760,704

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,748,330	80,457	+15.1%	Shares	Sole	2026-07-27
2026-03-31	$21,731,057	69,922	+7.4%	Shares	Sole	2026-04-21
2025-12-31	$19,902,931	65,121	+60.1%	Shares	Sole	2026-01-29
2025-09-30	$12,360,725	40,675	+0.5%	Shares	Sole	2025-10-27
2025-06-30	$11,829,378	40,488	+1.8%	Shares	Sole	2025-07-25
2025-03-31	$12,428,265	39,787	+29.1%	Shares	Sole	2025-04-29
2024-12-31	$8,936,728	30,828	-8.7%	Shares	Sole	2025-02-03
2024-09-30	$10,276,603	33,748	+8.1%	Shares	Sole	2024-10-30
2024-06-30	$7,958,908	31,231	+5.3%	Shares	Sole	2024-07-30
2024-03-31	$8,361,791	29,657	+2.0%	Shares	Sole	2024-05-07
2023-12-31	$8,623,103	29,082	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.