Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,067,103
+$382,653 QoQ
Shares Held
63,139
+17.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#425
of 3,443 holders
Holding Since
Dec 2023
11 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, 2026Turtle Creek Wealth Advisors, LLC holds $21,972,535 across 4 Restaurants names. MCD ranks #1 (77.7% of the industry book) .
All Filings in MCD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,067,103 | 63,139 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,684,450 | 53,684 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,283,639 | 50,007 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,247,172 | 43,592 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,018,607 | 37,713 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,098,193 | 35,529 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,399,781 | 18,627 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,402,920 | 17,743 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,399,812 | 17,265 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,722,585 | 13,203 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,173,250 | 10,702 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||