Position in MCD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$908,782
-$295,529 QoQ
Shares Held
3,362
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,854
of 3,448 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $1,155,437 across 9 Restaurants names. MCD ranks #1 (78.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,362 | $908,782 | |
| 2 | YUM |
Yum Brands Inc
|
321 | $51,315 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
655 | $47,494 | |
| 4 | CAVA |
Cava Group, Inc.
|
500 | $39,240 | |
| 5 | DPZ |
Dominos Pizza Inc
|
118 | $34,932 | |
| 6 | BROS |
Dutch Bros Inc.
|
400 | $28,724 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
111 | $21,448 | |
| 8 | SBUX |
Starbucks Corp
|
150 | $15,328 |
All Filings in MCD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,782 | 3,362 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,204,311 | 3,875 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,303,511 | 4,265 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||