Position in MCD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,509,681
+$83,155 QoQ
Shares Held
5,585
+21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,500
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, 2026NAVELLIER & ASSOCIATES INC holds $1,714,061 across 2 Restaurants names. MCD ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
5,585 | $1,509,681 | |
| 2 | SBUX |
Starbucks Corp
|
2,000 | $204,380 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,681 | 5,585 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,426,526 | 4,590 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,410,482 | 4,615 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,805,106 | 5,940 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,473,997 | 5,045 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,575,906 | 5,045 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,753,834 | 6,050 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,569,749 | 5,155 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,567,266 | 6,150 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,762,187 | 6,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,882,245 | 6,348 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,449,710 | 5,503 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,014,594 | 3,400 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $894,752 | 3,200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $843,296 | 3,200 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $715,294 | 3,100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $814,704 | 3,300 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $840,752 | 3,400 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $965,052 | 3,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $916,218 | 3,800 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $947,059 | 4,100 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $918,974 | 4,100 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $879,778 | 4,100 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $899,909 | 4,100 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $756,327 | 4,100 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $711,005 | 4,300 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||