Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$943,111
-$218,000 QoQ
Shares Held
3,489
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,821
of 3,448 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $2,044,271 across 8 Restaurants names. MCD ranks #1 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,489 | $943,111 | |
| 2 | DRI |
Darden Restaurants Inc
|
2,538 | $522,853 | |
| 3 | SBUX |
Starbucks Corp
|
4,581 | $468,132 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
925 | $37,804 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
994 | $33,796 | |
| 6 | YUM |
Yum Brands Inc
|
210 | $33,570 | |
| 7 | PTLO |
Portillo's Inc.
|
1,000 | $4,740 | |
| 8 | WEN |
Wendy's Co
|
32 | $265 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,111 | 3,489 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,161,111 | 3,736 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,342,326 | 4,392 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,360,211 | 4,476 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,318,855 | 4,514 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,464,078 | 4,687 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,373,208 | 4,737 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,454,339 | 4,776 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,242,854 | 4,877 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,345,465 | 4,772 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,438,370 | 4,851 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,257,135 | 4,772 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,407,003 | 4,715 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $1,296,831 | 4,638 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $1,232,266 | 4,676 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $1,114,474 | 4,830 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $1,201,811 | 4,868 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $1,178,041 | 4,764 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $1,226,420 | 4,575 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $1,089,093 | 4,517 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $1,057,241 | 4,577 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $1,093,130 | 4,877 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $1,064,960 | 4,963 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $1,198,415 | 5,460 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $1,063,469 | 5,765 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $1,117,269 | 6,757 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||