Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,124,043
+$8,760,730 QoQ
Shares Held
33,754
+2787.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#577
of 3,448 holders
Holding Since
Mar 2024
10 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, 2026Diversify Advisory Services, LLC holds $14,263,458 across 5 Restaurants names. MCD ranks #1 (64.0% 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 | $9,124,043 | 33,754 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $363,313 | 1,169 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,330,144 | 10,896 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,340,662 | 10,993 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,659,721 | 12,526 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,399,001 | 7,680 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,988,065 | 6,858 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,293,884 | 10,817 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,313,939 | 13,004 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,168,912 | 14,786 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||