Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,236,668
-$155,360 QoQ
Shares Held
4,575
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,634
of 3,443 holders
Holding Since
Dec 2023
11 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, 2026SIERRA SUMMIT ADVISORS LLC holds $4,624,523 across 4 Restaurants names. MCD ranks #3 (26.7% 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 | $1,236,668 | 4,575 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,392,028 | 4,479 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $842,010 | 2,755 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $810,474 | 2,667 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,499,416 | 5,132 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,688,359 | 5,405 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,495,832 | 5,160 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $618,764 | 2,032 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $423,034 | 1,660 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $446,326 | 1,583 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $435,869 | 1,470 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||