Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,109,892
-$432,558 QoQ
Shares Held
4,106
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,713
of 3,448 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, 2026PDS Planning, Inc holds $2,909,350 across 6 Restaurants names. MCD ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
4,106 | $1,109,892 | |
| 2 | SBUX |
Starbucks Corp
|
8,294 | $847,563 | |
| 3 | YUM |
Yum Brands Inc
|
1,929 | $308,369 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
7,481 | $254,354 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
3,159 | $229,059 | |
| 6 | WEN |
Wendy's Co
|
19,314 | $160,113 |
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,892 | 4,106 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,542,450 | 4,963 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,372,584 | 4,491 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,372,063 | 4,515 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,235,586 | 4,229 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,281,029 | 4,101 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,065,345 | 3,675 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,115,115 | 3,662 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $864,926 | 3,394 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $920,002 | 3,263 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $962,767 | 3,247 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $869,878 | 3,302 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,016,086 | 3,405 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $877,695 | 3,139 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $638,533 | 2,423 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $548,930 | 2,379 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $582,143 | 2,358 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $539,317 | 2,181 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $574,205 | 2,142 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $498,374 | 2,067 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $466,830 | 2,021 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $375,210 | 1,674 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $339,036 | 1,580 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $289,287 | 1,318 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $255,675 | 1,386 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||