Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,178,034
-$476,856 QoQ
Shares Held
11,757
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.92%
of 13F equity value
Holder Rank
#1,031
of 3,443 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, 2026Investors Portfolio Services LLC holds $3,225,918 across 11 Restaurants names. MCD ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
11,757 | $3,178,034 | |
| 2 | SBUX |
Starbucks Corp
|
372 | $38,014 | |
| 3 | BROS |
Dutch Bros Inc.
|
57 | $4,093 | |
| 4 | DRI |
Darden Restaurants Inc
|
6 | $1,236 | |
| 5 | BLMN |
Bloomin' Brands, Inc.
|
132 | $1,206 | |
| 6 | CNNE |
Cannae Holdings, Inc.
|
61 | $878 | |
| 7 | JACK |
Jack In The Box Inc
|
43 | $679 | |
| 8 | NATH |
Nathans Famous, Inc.
|
6 | $609 |
All Filings in MCD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,178,034 | 11,757 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,654,890 | 11,760 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,055 | 10 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||