Position in MCD
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$10,411,154
+$882,964 QoQ
Shares Held
33,499
-7.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $14,456,811 across 5 Restaurants names. MCD ranks #1 (72.0% of the industry book) .
All Filings in MCD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,411,154 | 33,499 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $9,528,190 | 36,156 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $8,437,008 | 36,565 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $8,200,859 | 33,218 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $8,184,720 | 33,099 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,837,731 | 32,968 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $7,731,192 | 32,065 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $7,438,339 | 32,202 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $7,255,860 | 32,372 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $7,008,397 | 32,661 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,089,742 | 36,857 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $6,801,962 | 36,873 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||