Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,281,810
-$23,197 QoQ
Shares Held
4,742
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,601
of 3,443 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $2,202,752 across 4 Restaurants names. MCD ranks #1 (58.2% of the industry book) .
All Filings in MCD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,810 | 4,742 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,305,007 | 4,199 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,159,254 | 3,793 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,176,662 | 3,872 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,075,769 | 3,682 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $906,810 | 2,903 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $799,516 | 2,758 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $730,824 | 2,400 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $536,438 | 2,105 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $509,483 | 1,807 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||