Position in MCD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,645,091
-$6,227,834 QoQ
Shares Held
128,168
-2.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#276
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026UMB Bank, n.a. holds $57,816,671 across 19 Restaurants names. MCD ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
128,168 | $34,645,091 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
423,749 | $14,407,466 | |
| 3 | SBUX |
Starbucks Corp
|
69,955 | $7,148,701 | |
| 4 | YUM |
Yum Brands Inc
|
3,747 | $598,995 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,106 | $227,846 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
884 | $170,815 | |
| 7 | CAVA |
Cava Group, Inc.
|
1,705 | $133,808 | |
| 8 | BROS |
Dutch Bros Inc.
|
1,333 | $95,722 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,645,091 | 128,168 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $40,872,925 | 131,513 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $40,624,339 | 132,920 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $39,139,512 | 128,795 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $38,256,447 | 130,939 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $41,122,261 | 131,646 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $39,005,278 | 134,552 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $41,743,143 | 137,083 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $35,386,317 | 138,857 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $39,403,075 | 139,752 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $51,573,466 | 173,935 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $49,050,947 | 186,194 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $56,809,505 | 190,374 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $53,221,805 | 190,343 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $50,546,635 | 191,806 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $44,423,217 | 192,525 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $47,942,614 | 194,194 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $47,790,074 | 193,263 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $51,454,696 | 191,945 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $32,767,089 | 135,901 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $30,635,510 | 132,627 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $29,997,103 | 133,832 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $28,539,139 | 133,000 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $22,660,147 | 103,240 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $19,044,682 | 103,240 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $16,646,941 | 100,677 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||