Position in MCD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$49,696,223
-$5,937,673 QoQ
Shares Held
183,849
+2.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#230
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $121,534,031 across 25 Restaurants names. MCD ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
183,849 | $49,696,223 | |
| 2 | SBUX |
Starbucks Corp
|
231,872 | $23,694,999 | |
| 3 | YUM |
Yum Brands Inc
|
64,223 | $10,266,688 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
47,773 | $9,231,176 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
186,901 | $6,354,634 | |
| 6 | DRI |
Darden Restaurants Inc
|
29,862 | $6,151,870 | |
| 7 | DPZ |
Dominos Pizza Inc
|
17,137 | $5,073,237 | |
| 8 | EAT |
Brinker International, Inc
|
13,469 | $2,262,792 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,696,223 | 183,849 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||