Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,147,736
-$438,225 QoQ
Shares Held
4,246
-16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,682
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WESTPAC BANKING CORP holds $9,253,884 across 6 Restaurants names. MCD ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
113,223 | $3,849,582 | |
| 2 | YUM |
Yum Brands Inc
|
20,429 | $3,265,779 | |
| 3 | MCD |
Mcdonalds Corp
This page
|
4,246 | $1,147,736 | |
| 4 | SBUX |
Starbucks Corp
|
7,578 | $774,394 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
3,969 | $162,213 | |
| 6 | DRI |
Darden Restaurants Inc
|
263 | $54,180 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,736 | 4,246 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,585,961 | 5,103 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,802,605 | 5,898 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,843,092 | 6,065 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,772,011 | 6,065 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,777,697 | 5,691 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,088,367 | 7,204 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,246,065 | 7,376 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,748,202 | 6,860 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,295,584 | 18,782 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $7,659,742 | 25,833 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $10,000,972 | 37,963 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,431,106 | 48,360 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $34,938,386 | 124,954 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $39,505,779 | 149,910 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $38,508,888 | 166,893 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $41,902,940 | 169,730 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $45,438,190 | 183,752 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $50,333,357 | 187,762 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $47,668,167 | 197,703 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $48,679,061 | 210,741 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $44,151,318 | 196,981 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $40,739,728 | 189,858 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $39,089,851 | 178,094 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $35,209,972 | 190,871 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $29,157,487 | 176,338 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||