Position in MCD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$486,558
-$72,864 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,362
of 3,448 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cherokee Insurance Co holds $569,458 across 2 Restaurants names. MCD ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,800 | $486,558 | |
| 2 | WEN |
Wendy's Co
|
10,000 | $82,900 |
All Filings in MCD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,558 | 1,800 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $559,422 | 1,800 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $550,134 | 1,800 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $547,002 | 1,800 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $584,340 | 2,000 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $624,740 | 2,000 | Shares | Defined | 2025-08-21 | |
| 2024-12-31 | $579,780 | 2,000 | Shares | Defined | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||