Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$265,007,835
+$186,787,034 QoQ
Shares Held
852,691
+233.2% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.32988620731308.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6701137926869171.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $483,313,669 across 35 Restaurants names. MCD ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
852,691 | $265,007,835 | |
| 2 | SBUX |
Starbucks Corp
|
867,643 | $77,732,135 | |
| 3 | DPZ |
Dominos Pizza Inc
|
82,168 | $29,481,056 | |
| 4 | DRI |
Darden Restaurants Inc
|
139,790 | $27,404,430 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
573,952 | $18,372,202 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
317,680 | $17,392,979 | |
| 7 | YUM |
Yum Brands Inc
|
78,894 | $12,266,438 | |
| 8 | PZZA |
Papa Johns International Inc
|
247,964 | $8,036,512 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,007,835 | 852,691 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,220,801 | 255,933 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $71,670,328 | 235,843 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $60,027,787 | 205,455 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $54,284,282 | 173,782 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $40,428,928 | 139,463 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $31,091,992 | 102,105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,086,527 | 59,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,759,135 | 34,613 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,862,387 | 29,889 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,009,102 | 30,402 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,582,243 | 32,111 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,137,934 | 32,681 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $9,586,694 | 36,378 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,841,725 | 38,319 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $10,219,597 | 41,395 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $11,270,033 | 45,576 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $14,454,334 | 53,920 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,682,626 | 52,601 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,509,307 | 49,826 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $10,615,269 | 47,360 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $9,912,093 | 46,193 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $9,744,916 | 44,398 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $8,321,625 | 45,111 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $7,609,902 | 46,023 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||