NEOS Investment Management LLC

Position in MCD — Mcdonalds Corp

CIK 2001019 Westport, CT

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$31,237,564

-$1,374,252 QoQ

Shares Held

115,562

+10.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#297

of 3,448 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

NEOS Investment Management LLC holds $139,583,685 across 6 Restaurants names. MCD ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	868,907	$88,793,606
2	MCD	Mcdonalds Corp This page	115,562	$31,237,564
3	YUM	Yum Brands Inc	45,379	$7,254,286
4	CMG	Chipotle Mexican Grill Inc	212,180	$7,214,120
5	DRI	Darden Restaurants Inc	17,810	$3,669,038
6	DPZ	Dominos Pizza Inc	4,780	$1,415,071

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,237,564	115,562	+10.1%	Shares	Sole	2026-08-11
2026-03-31	$32,611,816	104,932	+2.1%	Shares	Sole	2026-05-15
2025-12-31	$31,417,234	102,795	+16.9%	Shares	Sole	2026-02-17
2025-09-30	$26,718,312	87,921	+51.8%	Shares	Sole	2025-11-07
2025-06-30	$16,925,407	57,930	+11.3%	Shares	Other	2025-08-13
2025-03-31	$16,256,983	52,044	+23.9%	Shares	Sole	2025-05-15
2024-12-31	$12,181,177	42,020	+31.0%	Shares	Sole	2025-02-12
2024-09-30	$9,765,026	32,068	+25.4%	Shares	Sole	2024-11-13
2024-06-30	$6,516,768	25,572	+44.9%	Shares	Sole	2024-08-14
2024-03-31	$4,977,544	17,654	+15.6%	Shares	Other	2024-05-13
2023-12-31	$4,530,078	15,278	+26.5%	Shares	Sole	2024-02-13
2023-09-30	$3,182,355	12,080	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.