Position in MCD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,860,590
-$7,363,523 QoQ
Shares Held
21,681
-49.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#735
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 48%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $993,981,701 across 10 Restaurants names. MCD ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
5,482,836 | $560,291,009 | |
| 2 | WING |
Wingstop Inc.
|
1,307,004 | $226,647,560 | |
| 3 | DRI |
Darden Restaurants Inc
|
577,256 | $118,920,507 | |
| 4 | CAVA |
Cava Group, Inc.
|
474,366 | $37,228,241 | |
| 5 | BROS |
Dutch Bros Inc.
|
233,181 | $16,744,726 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
83,953 | $16,222,237 | |
| 7 | MCD |
Mcdonalds Corp
This page
|
21,681 | $5,860,590 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
137,692 | $5,627,471 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,860,590 | 21,681 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $13,224,113 | 42,550 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $30,486,590 | 99,750 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $30,616,914 | 100,750 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $27,875,936 | 95,410 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,024,897 | 99,321 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,143,726 | 90,185 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $27,437,871 | 90,105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,166,736 | 90,907 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $26,174,824 | 92,835 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,882,018 | 94,034 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $26,353,745 | 100,037 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $30,054,659 | 100,716 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $26,933,149 | 96,324 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,366,386 | 77,283 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,751,056 | 76,931 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,211,568 | 81,868 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $18,553,168 | 75,029 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $20,072,811 | 74,879 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $17,811,757 | 73,874 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $17,019,801 | 73,682 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,838,515 | 75,125 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,337,045 | 76,135 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $18,351,117 | 83,608 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,319,309 | 83,045 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $18,132,608 | 109,662 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||