Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,136,383
-$1,115,289 QoQ
Shares Held
4,204
-42.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,691
of 3,443 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Advyzon Investment Management, LLC holds $4,374,110 across 6 Restaurants names. MCD ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
18,394 | $1,879,682 | |
| 2 | MCD |
Mcdonalds Corp
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|
4,204 | $1,136,383 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
6,810 | $493,792 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,268 | $467,230 | |
| 5 | YUM |
Yum Brands Inc
|
2,058 | $328,991 | |
| 6 | GTIM |
Good Times Restaurants Inc.
|
48,250 | $68,032 |
All Filings in MCD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,383 | 4,204 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,251,672 | 7,245 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,598,160 | 8,501 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,658,934 | 5,459 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,943,221 | 6,651 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $614,431 | 1,967 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||