BAILARD, INC.

Position in MCD — Mcdonalds Corp

CIK 750641 Foster City, CA

Position in MCD

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$11,459,759

-$129,119 QoQ

Shares Held

36,873

-2.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

BAILARD, INC. holds $19,830,928 across 6 Restaurants names. MCD ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	36,873	$11,459,759
2	BROS	Dutch Bros Inc.	82,068	$4,157,564
3	SBUX	Starbucks Corp	30,718	$2,752,025
4	CMG	Chipotle Mexican Grill Inc	30,169	$965,709
5	YUM	Yum Brands Inc	1,763	$274,111
6	LOCO	El Pollo Loco Holdings, Inc.	16,000	$221,760

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,459,759	36,873	-2.8%	Shares	Sole	2026-05-11
2025-12-31	$11,588,878	37,918	+1.7%	Shares	Sole	2026-02-04
2025-09-30	$11,329,323	37,281	-0.7%	Shares	Sole	2025-10-30
2025-06-30	$10,970,691	37,549	+1.3%	Shares	Sole	2025-08-08
2025-03-31	$11,576,744	37,061	-0.1%	Shares	Sole	2025-05-02
2024-12-31	$10,756,368	37,105	+3.2%	Shares	Sole	2025-02-05
2024-09-30	$10,945,307	35,944	+0.6%	Shares	Sole	2024-10-30
2024-06-30	$9,107,471	35,738	-0.8%	Shares	Sole	2024-07-25
2024-03-31	$10,156,684	36,023	-0.6%	Shares	Sole	2024-05-08
2023-12-31	$10,742,260	36,229	-0.5%	Shares	Sole	2024-02-02
2023-09-30	$9,593,957	36,418	-3.0%	Shares	Sole	2023-10-24
2023-06-30	$11,200,222	37,533	-3.2%	Shares	Sole	2023-07-20
2023-03-31	$10,841,318	38,773	+1.4%	Shares	Sole	2023-05-08
2022-12-31	$10,080,022	38,250	-1.2%	Shares	Sole	2023-02-02
2022-09-30	$8,928,945	38,697	+0.5%	Shares	Sole	2022-10-18
2022-06-30	$9,508,830	38,516	+29.4%	Shares	Sole	2022-07-27
2022-03-31	$7,360,783	29,767	+0.1%	Shares	Sole	2022-04-25
2021-12-31	$7,972,937	29,742	+0.5%	Shares	Sole	2022-02-10
2021-09-30	$7,132,998	29,584	0.0%	Shares	Sole	2021-11-15
2021-06-30	$6,833,608	29,584	-3.6%	Shares	Sole	2021-08-13
2021-03-31	$6,878,632	30,689	+525.9%	Shares	Sole	2021-05-13
2020-12-31	$1,052,085	4,903	-8.0%	Shares	Sole	2021-02-03
2020-09-30	$1,169,442	5,328	-23.3%	Shares	Sole	2020-11-10
2020-06-30	$1,281,882	6,949	+7.0%	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.