Position in MCD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,652,945
-$218,321 QoQ
Shares Held
6,115
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,424
of 3,448 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $3,367,449 across 3 Restaurants names. MCD ranks #1 (49.1% of the industry book) .
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,652,945 | 6,115 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,871,266 | 6,021 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,731,393 | 5,665 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,522,792 | 5,011 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,438,937 | 4,925 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,490,004 | 4,770 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,418,141 | 4,892 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||