Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$232,022,479
-$50,726,491 QoQ
Shares Held
858,357
-5.7% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#73
of 3,447 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026US BANCORP \DE\ holds $396,605,738 across 34 Restaurants names. MCD ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
858,357 | $232,022,479 | |
| 2 | SBUX |
Starbucks Corp
|
809,771 | $82,750,497 | |
| 3 | DRI |
Darden Restaurants Inc
|
139,324 | $28,702,135 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
701,387 | $23,847,158 | |
| 5 | YUM |
Yum Brands Inc
|
98,233 | $15,703,525 | |
| 6 | BROS |
Dutch Bros Inc.
|
44,099 | $3,166,747 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
15,501 | $2,995,256 | |
| 8 | CAVA |
Cava Group, Inc.
|
19,143 | $1,502,341 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,022,479 | 858,357 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $282,748,970 | 909,775 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $281,784,134 | 921,978 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $287,636,136 | 946,514 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $282,323,868 | 966,300 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $306,852,607 | 982,337 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $294,131,668 | 1,014,632 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $316,170,600 | 1,038,293 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $268,550,135 | 1,053,799 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $303,054,237 | 1,074,851 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $323,046,753 | 1,089,497 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $290,424,948 | 1,102,433 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $337,463,512 | 1,130,872 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $324,428,124 | 1,160,288 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $311,693,530 | 1,182,763 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $234,788,101 | 1,017,544 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $256,436,969 | 1,038,711 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $259,251,812 | 1,048,414 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $283,732,256 | 1,058,426 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $257,533,930 | 1,068,118 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $248,386,086 | 1,075,311 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $243,718,852 | 1,087,351 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $235,830,714 | 1,099,034 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $244,199,524 | 1,112,577 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $207,527,457 | 1,124,993 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $188,565,634 | 1,140,403 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||