Pathstone Holdings, LLC

Position in MCD — Mcdonalds Corp

CIK 2011612 ENGLEWOOD, NJ

Position in MCD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$33,362,740

-$2,554,016 QoQ

Shares Held

123,424

+6.8% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#291

of 3,470 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Consumer Cyclical · as of Jun 30, 2026

Pathstone Holdings, LLC holds $84,997,590 across 16 Restaurants names. MCD ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	123,424	$33,362,740
2	SBUX	Starbucks Corp	155,928	$15,934,281
3	YUM	Yum Brands Inc	62,176	$9,939,455
4	CMG	Chipotle Mexican Grill Inc	147,554	$5,016,836
5	DRI	Darden Restaurants Inc	19,937	$4,107,219
6	CAVA	Cava Group, Inc.	51,369	$4,031,438
7	CAKE	Cheesecake Factory Inc	32,052	$2,549,415
8	EAT	Brinker International, Inc	13,504	$2,268,672

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,362,740	123,424	+6.8%	Shares	Sole	2026-08-13
2026-03-31	$35,916,756	115,566	+5.8%	Shares	Defined	2026-05-11
2025-12-31	$33,376,934	109,207	-6.2%	Shares	Sole	2026-02-13
2025-09-30	$35,393,459	116,468	+2.6%	Shares	Sole	2025-11-13
2025-06-30	$33,163,630	113,508	-1.0%	Shares	Defined	2025-08-12
2025-03-31	$35,815,094	114,656	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$32,682,487	112,741	-5.0%	Shares	Other	2025-02-14
2024-09-30	$36,138,027	118,676	+3.9%	Shares	Other	2024-11-07
2024-06-30	$29,119,545	114,266	-2.9%	Shares	Sole	2024-08-14
2024-03-31	$33,190,025	117,716	+0.2%	Shares	Sole	2024-05-13
2023-12-31	$34,844,964	117,517	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.