Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,409,883
-$1,824,120 QoQ
Shares Held
31,112
-5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#608
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $17,838,078 across 9 Restaurants names. MCD ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
31,112 | $8,409,883 | |
| 2 | SBUX |
Starbucks Corp
|
34,044 | $3,478,955 | |
| 3 | DRI |
Darden Restaurants Inc
|
9,618 | $1,981,404 | |
| 4 | YUM |
Yum Brands Inc
|
9,901 | $1,582,772 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
4,886 | $944,121 | |
| 6 | DPZ |
Dominos Pizza Inc
|
1,730 | $512,149 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
13,427 | $456,518 | |
| 8 | EAT |
Brinker International, Inc
|
1,893 | $318,024 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,409,883 | 31,112 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $10,234,003 | 32,929 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $10,301,563 | 33,706 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $10,129,868 | 33,334 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $8,915,567 | 30,515 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,753,543 | 28,023 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $7,609,322 | 26,249 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $7,674,565 | 25,203 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $5,791,493 | 22,726 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $4,386,577 | 15,558 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $5,082,180 | 17,140 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $3,876,518 | 14,715 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,550,425 | 18,600 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $5,254,151 | 18,791 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $4,258,644 | 16,160 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,871,816 | 16,780 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,158,693 | 16,845 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $4,430,020 | 17,915 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,254,975 | 19,603 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $4,660,896 | 19,331 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $4,553,736 | 19,714 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $4,235,125 | 18,895 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,909,432 | 18,219 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,882,996 | 17,691 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,643,466 | 19,751 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,285,173 | 19,868 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||