Bruce G. Allen Investments, LLC

Position in MCD — Mcdonalds Corp

CIK 2005409 DENVER, CO

Position in MCD

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$256,794

-$57,725 QoQ

Shares Held

950

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,941

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

Bruce G. Allen Investments, LLC holds $593,364 across 6 Restaurants names. MCD ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	950	$256,794
2	SBUX	Starbucks Corp	1,808	$184,759
3	DRI	Darden Restaurants Inc	478	$98,472
4	YUM	Yum Brands Inc	322	$51,474
5	WEN	Wendy's Co	144	$1,193
6	EAT	Brinker International, Inc	4	$672

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,794	950	-6.1%	Shares	Sole	2026-07-31
2026-03-31	$314,519	1,012	-2.0%	Shares	Sole	2026-05-08
2025-12-31	$315,715	1,033	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$315,133	1,037	-0.9%	Shares	Sole	2025-10-30
2025-06-30	$305,609	1,046	-6.4%	Shares	Sole	2025-07-09
2025-03-31	$348,917	1,117	-4.4%	Shares	Sole	2025-04-14
2024-12-31	$338,591	1,168	+2.5%	Shares	Sole	2025-01-10
2024-09-30	$346,836	1,139	+5.0%	Shares	Sole	2024-10-08
2024-06-30	$276,501	1,085	-0.6%	Shares	Sole	2024-07-12
2024-03-31	$307,889	1,092	-0.8%	Shares	Sole	2024-04-10
2023-12-31	$326,457	1,101	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.