Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$933,380
+$149,879 QoQ
Shares Held
3,453
+37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,830
of 3,443 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,253,682 across 13 Restaurants names. MCD ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,453 | $933,380 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,025 | $211,160 | |
| 3 | SBUX |
Starbucks Corp
|
390 | $39,854 | |
| 4 | YUM |
Yum Brands Inc
|
126 | $20,142 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
150 | $10,876 | |
| 6 | DPZ |
Dominos Pizza Inc
|
36 | $10,657 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
252 | $10,299 | |
| 8 | WEN |
Wendy's Co
|
977 | $8,099 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,380 | 3,453 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $783,501 | 2,521 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $966,707 | 3,163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $791,937 | 2,606 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $180,561 | 618 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $189,608 | 607 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $153,641 | 530 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $322,171 | 1,058 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $245,665 | 964 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $260,803 | 925 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $310,149 | 1,046 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $204,692 | 777 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $196,652 | 659 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $118,275 | 423 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $97,242 | 369 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $103,602 | 449 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $112,083 | 454 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $102,621 | 415 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $86,586 | 323 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $85,111 | 353 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $77,381 | 335 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $68,586 | 306 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $76,605 | 357 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $105,355 | 480 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $71,389 | 387 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||