Position in MCD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,689,532
-$1,770,227 QoQ
Shares Held
35,846
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#564
of 3,448 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, 2026BAILARD, INC. holds $20,050,084 across 6 Restaurants names. MCD ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
35,846 | $9,689,532 | |
| 2 | BROS |
Dutch Bros Inc.
|
78,280 | $5,621,286 | |
| 3 | SBUX |
Starbucks Corp
|
30,261 | $3,092,371 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
29,923 | $1,017,382 | |
| 5 | LOCO |
El Pollo Loco Holdings, Inc.
|
20,500 | $347,680 | |
| 6 | YUM |
Yum Brands Inc
|
1,763 | $281,833 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,689,532 | 35,846 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,459,759 | 36,873 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,588,878 | 37,918 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,329,323 | 37,281 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,970,691 | 37,549 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,576,744 | 37,061 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,756,368 | 37,105 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,945,307 | 35,944 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,107,471 | 35,738 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $10,156,684 | 36,023 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,742,260 | 36,229 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $9,593,957 | 36,418 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $11,200,222 | 37,533 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,841,318 | 38,773 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,080,022 | 38,250 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,928,945 | 38,697 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $9,508,830 | 38,516 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,360,783 | 29,767 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,972,937 | 29,742 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,132,998 | 29,584 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,833,608 | 29,584 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,878,632 | 30,689 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,052,085 | 4,903 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,169,442 | 5,328 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,281,882 | 6,949 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,073,948 | 6,495 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||