Smartleaf Asset Management LLC

Position in MCD — Mcdonalds Corp

CIK 2010393 BOSTON, MA

Position in MCD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,044,378

-$605,661 QoQ

Shares Held

14,962

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#904

of 3,443 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $9,429,336 across 25 Restaurants names. MCD ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	14,962	$4,044,378
2	SBUX	Starbucks Corp	24,519	$2,505,596
3	DRI	Darden Restaurants Inc	4,303	$886,461
4	YUM	Yum Brands Inc	3,000	$479,580
5	CMG	Chipotle Mexican Grill Inc	9,749	$331,466
6	CAKE	Cheesecake Factory Inc	3,962	$315,137
7	TXRH	Texas Roadhouse, Inc.	1,249	$241,344
8	YUMC	Yum China Holdings, Inc.	4,805	$196,380

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,044,378	14,962	0.0%	Shares	Sole	2026-08-12
2026-03-31	$4,650,039	14,962	+5.9%	Shares	Sole	2026-05-15
2025-12-31	$4,320,080	14,135	+15.1%	Shares	Sole	2026-02-13
2025-09-30	$3,731,769	12,280	+28.8%	Shares	Sole	2025-11-05
2025-06-30	$2,786,133	9,536	-4.9%	Shares	Sole	2025-08-14
2025-03-31	$3,132,446	10,028	+2.0%	Shares	Sole	2025-05-14
2024-12-31	$2,851,068	9,835	+12.3%	Shares	Sole	2025-02-05
2024-09-30	$2,667,507	8,760	+26.1%	Shares	Sole	2024-11-13
2024-06-30	$1,770,883	6,949	+10.4%	Shares	Sole	2024-10-08
2024-03-31	$1,774,875	6,295	+65.0%	Shares	Sole	2024-10-07
2023-12-31	$1,131,185	3,815	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.