OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in MCD — Mcdonalds Corp

CIK 714364 WILLIAMSVILLE, NY

Position in MCD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$123,531

-$25,337 QoQ

Shares Held

457

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#3,236

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $179,879 across 5 Restaurants names. MCD ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	457	$123,531
2	SBUX	Starbucks Corp	281	$28,715
3	CMG	Chipotle Mexican Grill Inc	534	$18,156
4	DRI	Darden Restaurants Inc	46	$9,476
5	YUM	Yum Brands Inc	10	$1

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,531	457	-4.6%	Shares	Sole	2026-08-07
2026-03-31	$148,868	479	0.0%	Shares	Sole	2026-05-12
2025-12-31	$146,396	479	+1.7%	Shares	Sole	2026-01-23
2025-09-30	$143,132	471	+74.4%	Shares	Sole	2025-11-04
2025-06-30	$78,885	270	-3.2%	Shares	Sole	2025-08-08
2025-03-31	$87,151	279	+24.0%	Shares	Sole	2025-05-09
2024-12-31	$65,225	225	+9.8%	Shares	Sole	2025-01-24
2024-09-30	$62,424	205	-11.6%	Shares	Sole	2024-11-08
2024-06-30	$59,122	232	-25.6%	Shares	Sole	2024-08-08
2024-03-31	$87,968	312	-14.5%	Shares	Sole	2024-05-03
2023-12-31	$108,226	365	-94.7%	Shares	Sole	2024-02-09
2023-09-30	$1,824,322	6,925	-0.6%	Shares	Sole	2023-10-19
2023-06-30	$2,079,917	6,970	-18.5%	Shares	Sole	2023-08-03
2023-03-31	$2,391,504	8,553	-14.4%	Shares	Sole	2023-05-03
2022-12-31	$2,631,874	9,987	-1.0%	Shares	Sole	2023-01-30
2022-09-30	$2,327,243	10,086	+0.5%	Shares	Sole	2022-10-20
2022-06-30	$2,477,934	10,037	+2.4%	Shares	Sole	2022-07-21
2022-03-31	$2,424,580	9,805	-13.8%	Shares	Sole	2022-04-26
2021-12-31	$3,049,832	11,377	+0.1%	Shares	Sole	2022-01-18
2021-09-30	$2,739,491	11,362	+0.1%	Shares	Sole	2021-10-27
2021-06-30	$2,622,660	11,354	+3.0%	Shares	Sole	2021-07-14
2021-03-31	$2,471,815	11,028	+35.1%	Shares	Sole	2021-04-26
2020-12-31	$1,751,616	8,163	+3.3%	Shares	Sole	2021-01-20
2020-09-30	$1,735,287	7,906	+3913.2%	Shares	Sole	2020-11-02
2020-06-30	$36,340	197	0.0%	Shares	Sole	2020-08-07
2020-03-31	$32,573	197	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.