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Equibles

STEPHENS INC /AR/

Position in MCD — Mcdonalds Corp

CIK 757657 LITTLE ROCK, AR
Back to MCD Full portfolio

Position in MCD

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$23,018,248
+$505,242 QoQ
Shares Held
85,155
+17.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#374
of 3,470 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

STEPHENS INC /AR/ holds $105,426,609 across 10 Restaurants names. MCD ranks #2 (21.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KRUS
Kura Sushi USA, Inc.
 1,102,847 $63,479,873
2 MCD
Mcdonalds Corp
This page 		85,155 $23,018,248
3 DRI
Darden Restaurants Inc
 43,933 $9,050,637
4 SBUX
Starbucks Corp
 55,500 $5,671,545
5 YUM
Yum Brands Inc
 12,081 $1,931,268
6 BROS
Dutch Bros Inc.
 9,226 $662,519
7 DPZ
Dominos Pizza Inc
 1,564 $463,006
8 CMG
Chipotle Mexican Grill Inc
 13,032 $443,088

All Filings in MCD

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,018,248 85,155
2026-03-31 $22,513,006 72,438
2025-12-31 $21,575,949 70,595
2025-09-30 $21,141,627 69,570
2025-06-30 $19,918,981 68,176
2025-03-31 $19,429,414 62,200
2024-12-31 $28,388,058 97,927
2024-09-30 $30,069,753 98,748
2024-06-30 $24,479,420 96,058
2024-03-31 $26,374,730 93,544
2023-12-31 $27,027,479 91,152
2023-09-30 $21,252,231 80,672
2023-06-30 $22,845,075 76,556
2023-03-31 $21,098,531 75,457
2022-12-31 $19,689,380 74,714
2022-09-30 $17,830,433 77,275
2022-06-30 $18,670,053 75,624
2022-03-31 $18,665,683 75,484
2021-12-31 $20,287,537 75,680
2021-09-30 $18,961,372 78,642
2021-06-30 $19,672,032 85,164
2021-03-31 $19,147,159 85,425
2020-12-31 $16,492,404 76,859
2020-09-30 $17,590,587 80,143
2020-06-30 $17,168,253 93,068
2020-03-31 $15,589,528 94,282