Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,103,817
-$806,211 QoQ
Shares Held
48,477
+8.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#488
of 3,461 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, 2026Clearstead Advisors, LLC holds $25,873,122 across 30 Restaurants names. MCD ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
48,477 | $13,103,817 | |
| 2 | SBUX |
Starbucks Corp
|
65,393 | $6,682,510 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
50,272 | $1,709,248 | |
| 4 | YUM |
Yum Brands Inc
|
9,287 | $1,484,619 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,799 | $734,080 | |
| 6 | EAT |
Brinker International, Inc
|
3,916 | $657,888 | |
| 7 | WING |
Wingstop Inc.
|
2,379 | $412,542 | |
| 8 | DRI |
Darden Restaurants Inc
|
1,991 | $410,165 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,103,817 | 48,477 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,910,028 | 44,757 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,072,122 | 46,043 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,252,035 | 43,608 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,871,549 | 44,055 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,964,916 | 41,505 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,170,741 | 41,984 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,374,079 | 43,920 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,157,404 | 43,782 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,251,420 | 36,359 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,866,498 | 36,648 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,423,021 | 43,361 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $10,259,932 | 34,382 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,799,391 | 20,741 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,905,874 | 18,616 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,100,019 | 17,769 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,304,080 | 25,535 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,214,640 | 25,132 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,682,717 | 24,929 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,810,992 | 24,101 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,522,046 | 23,906 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,240,617 | 23,381 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,962,806 | 23,128 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,683,700 | 16,783 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,143,922 | 17,043 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,808,800 | 16,987 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||