Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,982,723
-$285,733 QoQ
Shares Held
7,335
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,293
of 3,448 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, 2026Optimist Retirement Group LLC holds $2,663,495 across 3 Restaurants names. MCD ranks #1 (74.4% 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 | $1,982,723 | 7,335 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,268,456 | 7,299 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,246,380 | 7,350 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,230,856 | 7,341 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,123,491 | 7,268 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,348,085 | 7,517 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,083,149 | 7,186 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,204,652 | 7,240 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,752,279 | 6,876 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,855,231 | 6,580 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,909,227 | 6,439 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||