Position in MCD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$539,220
+$4,368 QoQ
Shares Held
1,735
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Miller Financial Services LLC holds $1,894,147 across 3 Restaurants names. MCD ranks #2 (28.5% of the industry book) .
All Filings in MCD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $539,220 | 1,735 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $534,852 | 1,750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $542,443 | 1,785 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $527,366 | 1,805 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $563,827 | 1,805 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $529,918 | 1,828 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||