Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,277
-$14,056 QoQ
Shares Held
186
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,321
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, 2026Sunrise Financial Services, LLC holds $588,346 across 5 Restaurants names. MCD ranks #2 (8.5% of the industry book) .
All Filings in MCD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,277 | 186 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $64,333 | 207 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $56,847 | 186 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||