Clearstead Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 842775 CLEVELAND, OH

Position in MCD

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$13,910,028

-$162,094 QoQ

Shares Held

44,757

-2.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.542931831892218.ToString("F0")% Shared 0.ToString("F0")% None 99.45706816810778.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Clearstead Advisors, LLC holds $91,129,228 across 22 Restaurants names. MCD ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	798,248	$71,515,038
2	MCD	Mcdonalds Corp This page	44,757	$13,910,028
3	CMG	Chipotle Mexican Grill Inc	63,391	$2,029,145
4	YUM	Yum Brands Inc	8,068	$1,254,412
5	TXRH	Texas Roadhouse, Inc.	5,303	$875,737
6	EAT	Brinker International, Inc	3,888	$555,089
7	WING	Wingstop Inc.	2,546	$394,553
8	DRI	Darden Restaurants Inc	1,577	$309,155

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,910,028	44,757	-2.8%	Shares	Sole	2026-05-06
2025-12-31	$14,072,122	46,043	+5.6%	Shares	Sole	2026-02-09
2025-09-30	$13,252,035	43,608	-1.0%	Shares	Sole	2025-11-10
2025-06-30	$12,871,549	44,055	+6.1%	Shares	Sole	2025-08-08
2025-03-31	$12,964,916	41,505	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$12,170,741	41,984	-4.4%	Shares	Sole	2025-02-10
2024-09-30	$13,374,079	43,920	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$11,157,404	43,782	+20.4%	Shares	Sole	2024-08-12
2024-03-31	$10,251,420	36,359	-0.8%	Shares	Sole	2024-05-14
2023-12-31	$10,866,498	36,648	+3.6%	Shares	Sole	2024-02-12
2023-09-30	$9,319,190	35,375	+2.9%	Shares	Sole	2023-11-13
2023-06-30	$10,259,932	34,382	+65.8%	Shares	Sole	2023-08-07
2023-03-31	$5,799,391	20,741	+11.4%	Shares	Sole	2023-05-09
2022-12-31	$4,905,874	18,616	+4.8%	Shares	Sole	2023-02-14
2022-09-30	$4,100,019	17,769	-30.4%	Shares	Sole	2022-11-15
2022-06-30	$6,304,080	25,535	+1.6%	Shares	Sole	2022-08-12
2022-03-31	$6,214,640	25,132	+0.8%	Shares	Sole	2022-05-04
2021-12-31	$6,682,717	24,929	+3.4%	Shares	Sole	2022-02-14
2021-09-30	$5,810,992	24,101	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$5,522,046	23,906	+2.2%	Shares	Sole	2021-08-12
2021-03-31	$5,240,617	23,381	+1.1%	Shares	Sole	2021-05-14
2020-12-31	$4,962,806	23,128	+37.8%	Shares	Sole	2021-02-11
2020-09-30	$3,683,700	16,783	-1.5%	Shares	Sole	2020-11-12
2020-06-30	$3,143,922	17,043	+0.3%	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.