Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,397,450
-$1,290,185 QoQ
Shares Held
31,066
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#158
of 1,501 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $12,847,830 across 4 Restaurants names. MCD ranks #1 (65.4% of the industry book) .
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,397,450 | 31,066 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,687,635 | 31,171 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,248,996 | 33,534 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,085,299 | 36,478 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,698,681 | 36,618 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,548,943 | 36,972 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,716,943 | 36,969 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,442,876 | 37,578 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,705,326 | 38,084 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,210,332 | 39,760 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,246,880 | 44,676 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,141,422 | 46,088 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $13,842,643 | 46,388 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $13,109,794 | 46,886 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $13,957,866 | 52,965 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $12,600,710 | 54,610 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $15,335,691 | 62,118 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $15,587,789 | 63,037 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $17,122,971 | 63,875 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $13,601,013 | 56,410 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $13,064,793 | 56,560 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $12,695,288 | 56,640 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $12,808,494 | 59,691 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $14,040,775 | 63,970 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $12,541,377 | 67,986 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $12,374,297 | 74,837 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||