Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$167,918,593
-$4,665,472 QoQ
Shares Held
540,296
-4.3% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $199,026,089 across 9 Restaurants names. MCD ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
540,296 | $167,918,593 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
181,098 | $13,383,142 | |
| 3 | YUM |
Yum Brands Inc
|
56,656 | $8,808,874 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
87,750 | $2,808,877 | |
| 5 | SG |
Sweetgreen, Inc.
|
532,630 | $2,764,349 | |
| 6 | SBUX |
Starbucks Corp
|
19,849 | $1,778,271 | |
| 7 | DRI |
Darden Restaurants Inc
|
5,749 | $1,127,033 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
4,781 | $233,217 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,918,593 | 540,296 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $172,584,065 | 564,683 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $175,391,936 | 577,156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $180,586,478 | 618,087 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $193,899,616 | 620,737 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $189,726,047 | 654,476 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $202,218,696 | 664,079 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $173,503,991 | 680,835 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $188,148,336 | 667,311 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $191,663,174 | 646,397 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $169,233,329 | 642,398 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $177,639,593 | 595,287 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $174,102,521 | 622,662 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $176,537,956 | 669,897 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $159,868,209 | 692,850 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $172,032,156 | 696,825 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $176,310,392 | 712,999 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $195,125,740 | 727,891 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $170,973,512 | 709,110 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $163,321,941 | 707,052 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $167,540,167 | 747,480 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $166,173,756 | 774,414 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $169,365,946 | 771,634 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $115,965,774 | 628,643 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $87,587,052 | 529,707 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||