Position in MCD
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$22,513,006
+$937,057 QoQ
Shares Held
72,438
+2.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026STEPHENS INC /AR/ holds $119,897,624 across 11 Restaurants names. MCD ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRUS |
Kura Sushi USA, Inc.
|
1,107,263 | $77,275,884 | |
| 2 | MCD |
Mcdonalds Corp
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|
72,438 | $22,513,006 | |
| 3 | DRI |
Darden Restaurants Inc
|
42,430 | $8,317,977 | |
| 4 | SBUX |
Starbucks Corp
|
73,249 | $6,562,377 | |
| 5 | YUM |
Yum Brands Inc
|
12,560 | $1,952,828 | |
| 6 | DPZ |
Dominos Pizza Inc
|
3,373 | $1,210,198 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
10,776 | $525,653 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
13,556 | $433,927 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,513,006 | 72,438 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $21,575,949 | 70,595 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $21,141,627 | 69,570 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $19,918,981 | 68,176 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $19,429,414 | 62,200 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $28,388,058 | 97,927 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $30,069,753 | 98,748 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $24,479,420 | 96,058 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $26,374,730 | 93,544 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $27,027,479 | 91,152 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $21,252,231 | 80,672 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,845,075 | 76,556 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,098,531 | 75,457 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,689,380 | 74,714 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,830,433 | 77,275 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $18,670,053 | 75,624 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $18,665,683 | 75,484 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $20,287,537 | 75,680 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $18,961,372 | 78,642 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $19,672,032 | 85,164 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $19,147,159 | 85,425 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,492,404 | 76,859 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $17,590,587 | 80,143 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,168,253 | 93,068 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $15,589,528 | 94,282 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||