Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$321,011,232
-$31,287,256 QoQ
Shares Held
1,187,567
+4.8% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#63
of 3,448 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, 2026STIFEL FINANCIAL CORP holds $839,911,594 across 24 Restaurants names. MCD ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,187,567 | $321,011,232 | |
| 2 | YUM |
Yum Brands Inc
|
1,825,459 | $291,817,873 | |
| 3 | SBUX |
Starbucks Corp
|
922,624 | $94,282,945 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,218,069 | $41,414,346 | |
| 5 | DRI |
Darden Restaurants Inc
|
122,182 | $25,170,712 | |
| 6 | DPZ |
Dominos Pizza Inc
|
37,845 | $11,203,633 | |
| 7 | BROS |
Dutch Bros Inc.
|
151,108 | $10,851,064 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
102,254 | $7,414,435 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,011,232 | 1,187,567 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $352,298,488 | 1,133,558 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $347,700,272 | 1,137,651 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $344,192,496 | 1,132,622 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $329,561,623 | 1,127,979 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $350,370,746 | 1,121,653 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $320,745,018 | 1,106,437 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $333,654,648 | 1,095,710 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $274,522,820 | 1,077,236 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $295,443,279 | 1,047,857 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $291,105,212 | 981,772 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $254,228,818 | 965,035 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $285,141,793 | 955,537 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $264,603,607 | 946,331 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $249,914,193 | 948,333 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $214,041,805 | 927,632 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $226,416,854 | 917,113 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $223,794,085 | 905,023 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $245,719,661 | 916,625 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $221,651,939 | 919,298 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $200,791,982 | 869,267 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $191,748,405 | 855,485 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $168,559,454 | 785,532 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $155,645,404 | 709,123 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $121,545,621 | 658,891 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $110,532,504 | 668,476 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||