Position in MCD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,413,720
-$266,098 QoQ
Shares Held
5,230
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#422
of 1,158 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, 2026LRI Investments, LLC holds $1,882,435 across 18 Restaurants names. MCD ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
5,230 | $1,413,720 | |
| 2 | YUM |
Yum Brands Inc
|
912 | $145,792 | |
| 3 | SBUX |
Starbucks Corp
|
950 | $97,080 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
1,862 | $76,099 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
304 | $58,741 | |
| 6 | DRI |
Darden Restaurants Inc
|
108 | $22,249 | |
| 7 | BROS |
Dutch Bros Inc.
|
292 | $20,968 | |
| 8 | NATH |
Nathans Famous, Inc.
|
200 | $20,320 |
All Filings in MCD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,720 | 5,230 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,679,818 | 5,405 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,070,948 | 6,776 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,077,999 | 6,838 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,043,436 | 6,994 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,200,645 | 7,045 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,145,185 | 7,400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,258,854 | 7,418 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,449,529 | 5,688 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $969,061 | 3,437 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||