Position in MCD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,476,475
-$2,705,482 QoQ
Shares Held
60,954
-1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#428
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NBT BANK N A /NY holds $18,342,284 across 8 Restaurants names. MCD ranks #1 (89.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
60,954 | $16,476,475 | |
| 2 | SBUX |
Starbucks Corp
|
10,709 | $1,094,351 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
11,152 | $379,168 | |
| 4 | YUM |
Yum Brands Inc
|
2,187 | $349,612 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
443 | $18,105 | |
| 6 | DRI |
Darden Restaurants Inc
|
73 | $15,038 | |
| 7 | BROS |
Dutch Bros Inc.
|
100 | $7,181 | |
| 8 | CAVA |
Cava Group, Inc.
|
30 | $2,354 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,476,475 | 60,954 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,181,957 | 61,720 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $19,262,023 | 63,024 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $19,442,273 | 63,978 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $18,983,159 | 64,973 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $20,707,630 | 66,292 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $19,862,102 | 68,516 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $21,086,707 | 69,248 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,165,759 | 71,283 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $16,158,553 | 57,310 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $17,460,879 | 58,888 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,626,997 | 59,319 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $12,849,235 | 43,059 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $12,311,786 | 44,032 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $11,817,475 | 44,843 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,778,557 | 46,713 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,662,116 | 47,238 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $11,787,342 | 47,668 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $12,945,099 | 48,290 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $11,741,091 | 48,696 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $11,336,064 | 49,076 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $11,209,240 | 50,010 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $10,801,956 | 50,340 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $11,184,551 | 50,957 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $9,408,154 | 51,001 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $8,767,186 | 53,022 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||