GLOBALT Investments LLC / GA

Position in MCD — Mcdonalds Corp

CIK 2011891 Atlanta, GA

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,469,011

-$425,376 QoQ

Shares Held

9,134

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,170

of 3,443 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Consumer Cyclical · as of Jun 30, 2026

GLOBALT Investments LLC / GA holds $7,474,451 across 3 Restaurants names. MCD ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	YUM	Yum Brands Inc	28,908	$4,621,232
2	MCD	Mcdonalds Corp This page	9,134	$2,469,011
3	DRI	Darden Restaurants Inc	1,865	$384,208

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,469,011	9,134	-1.9%	Shares	Sole	2026-08-11
2026-03-31	$2,894,387	9,313	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$2,982,031	9,757	-3.3%	Shares	Sole	2026-02-06
2025-09-30	$3,065,338	10,087	-1.2%	Shares	Sole	2025-10-14
2025-06-30	$2,981,887	10,206	-4.7%	Shares	Sole	2025-07-31
2025-03-31	$3,346,107	10,712	+0.8%	Shares	Sole	2025-05-07
2024-12-31	$3,081,530	10,630	-1.8%	Shares	Sole	2025-02-10
2024-09-30	$3,296,016	10,824	-25.4%	Shares	Sole	2024-11-07
2024-06-30	$3,699,512	14,517	-22.3%	Shares	Sole	2024-08-14
2024-03-31	$5,266,262	18,678	-3.3%	Shares	Sole	2024-05-01
2023-12-31	$5,724,422	19,306	—	Shares	Sole	2024-02-20
No filing history on record for this holder in this stock.