Position in MCD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,025,718
+$1,347,724 QoQ
Shares Held
22,606
+21.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Savvy Advisors, Inc. holds $10,225,869 across 7 Restaurants names. MCD ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
22,606 | $7,025,718 | |
| 2 | SBUX |
Starbucks Corp
|
23,799 | $2,132,152 | |
| 3 | EAT |
Brinker International, Inc
|
2,345 | $334,795 | |
| 4 | YUM |
Yum Brands Inc
|
1,816 | $282,351 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,167 | $261,425 | |
| 6 | CBRL |
Cracker Barrel Old Country Store, Inc
|
3,586 | $100,802 | |
| 7 | WEN |
Wendy's Co
|
12,752 | $88,626 |
All Filings in MCD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,025,718 | 22,606 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,677,994 | 18,578 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,657,114 | 15,325 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,015,876 | 13,745 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,791,547 | 12,138 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,206,183 | 11,060 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $975,041 | 3,202 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $412,585 | 1,619 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $324,524 | 1,151 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||