Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,098,610
-$39,614 QoQ
Shares Held
26,261
+14.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#666
of 3,465 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $14,025,971 across 31 Restaurants names. MCD ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
26,261 | $7,098,610 | |
| 2 | SBUX |
Starbucks Corp
|
23,884 | $2,440,705 | |
| 3 | DPZ |
Dominos Pizza Inc
|
4,391 | $1,299,911 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,890 | $1,213,398 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,918 | $757,075 | |
| 6 | EAT |
Brinker International, Inc
|
3,206 | $538,608 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
10,176 | $345,984 | |
| 8 | YUM |
Yum Brands Inc
|
1,085 | $173,448 |
All Filings in MCD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,098,610 | 26,261 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,138,224 | 22,968 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,855,280 | 22,430 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,042,954 | 23,176 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,913,326 | 23,662 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,586,530 | 24,287 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $7,147,527 | 24,656 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,638,024 | 25,083 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,458,919 | 25,345 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,683,342 | 23,704 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $6,216,035 | 20,964 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||