Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,972,814,232
-$805,322,425 QoQ
Shares Held
10,997,796
-9.5% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#8
of 3,447 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Derivatives in MCD
reported options exposure · as of Jun 30, 2025CallValue
$29,742,906
CallShares
101,800
PutValue
$56,067,423
PutShares
191,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $7,340,831,606 across 35 Restaurants names. MCD ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
10,997,796 | $2,972,814,232 | |
| 2 | SBUX |
Starbucks Corp
|
15,473,992 | $1,581,287,239 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,163,986 | $651,812,752 | |
| 4 | YUM |
Yum Brands Inc
|
3,994,679 | $638,589,382 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
11,278,915 | $383,483,110 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
4,769,956 | $345,869,506 | |
| 7 | BROS |
Dutch Bros Inc.
|
1,603,022 | $115,113,008 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
589,933 | $113,992,751 |
All Filings in MCD
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,972,814,232 | 10,997,796 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,778,136,657 | 12,156,558 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $3,795,856,745 | 12,419,778 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $3,705,367,135 | 12,682,230 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $56,067,423 | 191,900 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $29,742,906 | 101,800 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $38,421,510 | 123,000 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $49,479,408 | 158,400 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $4,639,567,883 | 14,852,796 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,783,943,154 | 13,053,031 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $25,075,485 | 86,500 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $52,817,958 | 182,200 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $8,648,084 | 28,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $54,689,996 | 179,600 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $4,019,743,021 | 13,200,693 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,237,456 | 28,400 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $42,023,116 | 164,900 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $3,420,295,811 | 13,421,346 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,531,755 | 40,900 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $4,427,790,165 | 15,704,168 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $54,162,595 | 192,100 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $16,990,023 | 57,300 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $4,188,015,166 | 14,124,364 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $55,625,276 | 187,600 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $15,938,120 | 60,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $20,469,288 | 77,700 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $3,319,347,420 | 12,600,013 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,528,917,876 | 11,825,736 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $83,584,641 | 280,100 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $24,469,620 | 82,000 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $3,896,479,148 | 13,935,407 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $22,620,449 | 80,900 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $9,730,428 | 34,800 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $3,647,504,232 | 13,840,945 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $59,874,016 | 227,200 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $74,605,343 | 283,100 | Put | Defined | 2023-02-10 | |
| 2022-09-30 | $53,947,012 | 233,800 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $2,729,117,034 | 11,827,672 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $27,850,318 | 120,700 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $3,035,980,379 | 12,297,393 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $35,451,968 | 143,600 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $28,687,456 | 116,200 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $2,926,348,362 | 11,834,149 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $21,834,824 | 88,300 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $92,062,344 | 372,300 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $31,551,839 | 117,700 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $3,071,957,006 | 11,459,533 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $35,170,784 | 131,200 | Call | Defined | 2022-02-08 | |
| 2021-09-30 | $2,779,888,351 | 11,529,544 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $44,340,129 | 183,900 | Put | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||