Position in MCD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,661,054
-$359,391 QoQ
Shares Held
6,145
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,419
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $4,432,285 across 8 Restaurants names. MCD ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
11,061 | $2,278,676 | |
| 2 | MCD |
Mcdonalds Corp
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|
6,145 | $1,661,054 | |
| 3 | SBUX |
Starbucks Corp
|
2,251 | $230,029 | |
| 4 | YUM |
Yum Brands Inc
|
989 | $158,101 | |
| 5 | DPZ |
Dominos Pizza Inc
|
156 | $46,182 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
495 | $35,892 | |
| 7 | BROS |
Dutch Bros Inc.
|
307 | $22,045 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
9 | $306 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,661,054 | 6,145 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,020,445 | 6,501 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,037,635 | 6,667 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,045,184 | 6,749 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,807,850 | 13,033 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,067,993 | 13,023 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,698,996 | 12,760 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,820,990 | 12,548 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,678,115 | 10,520 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,100,885 | 10,998 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,322,986 | 11,207 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,864,645 | 10,874 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,304,596 | 11,085 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,226,419 | 11,539 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,114,661 | 11,819 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,743,960 | 11,892 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,999,345 | 12,149 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,030,169 | 12,254 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,386,528 | 12,633 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,091,512 | 12,822 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,950,204 | 12,772 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,898,130 | 12,930 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,814,431 | 13,116 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,045,204 | 13,874 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,787,710 | 15,112 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,075,675 | 18,601 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||