Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,633,896
+$5,773,113 QoQ
Shares Held
179,008
+9.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.791964604933858.ToString("F0")%
Shared 0.ToString("F0")%
None 95.20803539506613.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $114,757,127 across 20 Restaurants names. MCD ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
179,008 | $55,633,896 | |
| 2 | SBUX |
Starbucks Corp
|
222,857 | $19,965,758 | |
| 3 | YUM |
Yum Brands Inc
|
55,538 | $8,635,048 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
252,764 | $8,090,975 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
42,585 | $7,032,486 | |
| 6 | DRI |
Darden Restaurants Inc
|
22,559 | $4,422,466 | |
| 7 | DPZ |
Dominos Pizza Inc
|
11,178 | $4,010,554 | |
| 8 | EAT |
Brinker International, Inc
|
14,322 | $2,044,751 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,633,896 | 179,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,860,783 | 163,141 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $46,207,993 | 152,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,824,912 | 129,462 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,778,654 | 130,546 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,282,922 | 125,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,151,796 | 138,425 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,353,960 | 134,806 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,937,423 | 131,007 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,909,564 | 124,480 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $32,061,174 | 121,702 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $36,144,314 | 121,123 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,647,378 | 113,184 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $31,633,087 | 120,036 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $26,532,561 | 114,989 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $25,953,506 | 105,126 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $24,242,836 | 98,038 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $26,140,846 | 97,515 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $19,979,580 | 82,865 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,115,798 | 61,110 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,849,722 | 57,329 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $14,618,477 | 68,126 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,370,013 | 60,914 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $8,655,147 | 46,919 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $9,528,789 | 57,628 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||