Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$435,739
-$64,632 QoQ
Shares Held
1,612
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,445
of 3,443 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $592,294 across 2 Restaurants names. MCD ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,612 | $435,739 | |
| 2 | SBUX |
Starbucks Corp
|
1,532 | $156,555 |
All Filings in MCD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,739 | 1,612 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $500,371 | 1,610 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||