Position in MCD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,938,170
-$907,601 QoQ
Shares Held
21,968
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#726
of 3,448 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $10,540,755 across 5 Restaurants names. MCD ranks #1 (56.3% of the industry book) .
All Filings in MCD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,938,170 | 21,968 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,845,771 | 22,027 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,834,213 | 25,633 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,444,697 | 24,498 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,796,750 | 23,263 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,080,803 | 22,668 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,288,873 | 21,694 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,696,174 | 21,990 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,662,544 | 22,220 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,291,432 | 22,314 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,465,993 | 21,807 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,823,341 | 22,105 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,769,999 | 26,038 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $71,171,370 | 254,538 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $37,773,336 | 143,336 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,549,948 | 128,066 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,510,830 | 30,423 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $10,369,686 | 41,935 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,785,119 | 25,311 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $5,589,155 | 24,936 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,166,013 | 24,075 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||