Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,176,018,202
-$300,677,249 QoQ
Shares Held
8,050,084
+1.0% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#12
of 3,447 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)
Derivatives in MCD
reported options exposure · as of Jun 30, 2026CallValue
$6,757,750
CallShares
25,000
PutValue
$24,057,590
PutShares
89,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $4,168,782,561 across 37 Restaurants names. MCD ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
8,050,084 | $2,176,018,202 | |
| 2 | SBUX |
Starbucks Corp
|
13,337,261 | $1,362,934,699 | |
| 3 | DRI |
Darden Restaurants Inc
|
716,256 | $147,555,897 | |
| 4 | YUM |
Yum Brands Inc
|
682,343 | $109,079,350 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
3,147,309 | $107,008,506 | |
| 6 | WEN |
Wendy's Co
|
6,684,034 | $55,410,640 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
516,521 | $37,452,936 | |
| 8 | BROS |
Dutch Bros Inc.
|
341,153 | $24,498,195 |
All Filings in MCD
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,018,202 | 8,050,084 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $6,757,750 | 25,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $24,057,590 | 89,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $7,769,750 | 25,000 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $2,476,695,451 | 7,969,032 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,415,434,230 | 7,903,132 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,422,714,096 | 7,972,339 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $972,448 | 3,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $119,276,825 | 392,500 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $58,434 | 200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $8,063,892 | 27,600 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $2,387,566,198 | 8,171,839 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $40,077,071 | 128,300 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $62,380,289 | 199,700 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $2,538,083,715 | 8,125,248 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,799,487 | 68,300 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $2,402,518,740 | 8,287,691 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $72,269,577 | 249,300 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $1,400,746 | 4,600 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $2,555,167,462 | 8,391,079 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $3,045,100 | 10,000 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $5,453,576 | 21,400 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $81,982,028 | 321,700 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $2,121,476,738 | 8,324,740 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,294,307,785 | 8,137,286 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $2,565,745 | 9,100 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $2,355,632,588 | 7,944,530 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $296,510 | 1,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $11,771,447 | 39,700 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $2,092,311,605 | 7,942,270 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $15,701,024 | 59,600 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $263,440 | 1,000 | Call | Defined | 2023-11-13 | |
| 2023-06-30 | $4,774,560 | 16,000 | Call | Defined | 2023-08-15 | |
| 2023-06-30 | $2,387,933,813 | 8,002,191 | Shares | Defined | 2023-08-15 | |
| 2023-06-30 | $8,415,162 | 28,200 | Put | Defined | 2023-08-15 | |
| 2023-03-31 | $1,118,440 | 4,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $2,202,875,507 | 7,878,386 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $2,376,685 | 8,500 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $2,070,988,714 | 7,858,645 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $869,649 | 3,300 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $210,824 | 800 | Call | Defined | 2023-02-13 | |
| 2022-09-30 | $1,835,045,683 | 7,952,872 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $646,072 | 2,800 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $1,955,008,401 | 7,918,861 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $7,653 | 31 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $1,993,640,844 | 8,062,281 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $6,182,000 | 25,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $766,568 | 3,100 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $2,087,706,639 | 7,787,916 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,915,521,298 | 7,944,595 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||