MARSHALL INVESTMENT MANAGEMENT, LLC

Position in MCD — Mcdonalds Corp

CIK 2022427 LITTLETON, CO

Position in MCD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$35,951

+$3,319 QoQ

Shares Held

133

+26.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,349

of 3,448 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MARSHALL INVESTMENT MANAGEMENT, LLC holds $93,473 across 6 Restaurants names. MCD ranks #2 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	355	$36,277
2	MCD	Mcdonalds Corp This page	133	$35,951
3	DRI	Darden Restaurants Inc	50	$10,300
4	QSR	Restaurant Brands International Inc.	110	$7,976
5	YUM	Yum Brands Inc	15	$2,397
6	YUMC	Yum China Holdings, Inc.	14	$572

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,951	133	+26.7%	Shares	Sole	2026-08-14
2026-03-31	$32,632	105	0.0%	Shares	Sole	2026-05-08
2025-03-31	$32,798	105	-12.5%	Shares	Sole	2025-05-08
2024-12-31	$34,786	120	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.