Position in MCD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,963,972
-$1,173,198 QoQ
Shares Held
18,364
-7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#248
of 1,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026BURNEY CO/ holds $20,693,787 across 8 Restaurants names. MCD ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BJRI |
BJs RESTAURANTS INC
|
126,268 | $7,668,886 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
18,364 | $4,963,972 | |
| 3 | EAT |
Brinker International, Inc
|
17,286 | $2,904,048 | |
| 4 | YUM |
Yum Brands Inc
|
14,123 | $2,257,702 | |
| 5 | DRI |
Darden Restaurants Inc
|
7,245 | $1,492,542 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
4,725 | $913,011 | |
| 7 | DPZ |
Dominos Pizza Inc
|
859 | $254,298 | |
| 8 | SBUX |
Starbucks Corp
|
2,342 | $239,328 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,963,972 | 18,364 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,137,170 | 19,747 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,342,127 | 20,751 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $12,026,446 | 39,575 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,908,261 | 20,222 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,559,457 | 20,999 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $6,814,734 | 23,508 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $6,539,656 | 21,476 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,857,497 | 22,985 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $10,187,135 | 36,131 | Shares | Defined | 2024-05-22 | |
| 2023-12-31 | $9,052,153 | 30,529 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $10,769,426 | 40,880 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $8,446,494 | 28,305 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $4,990,757 | 17,849 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,816,537 | 18,277 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $4,228,540 | 18,326 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $4,436,433 | 17,970 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,470,822 | 18,080 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,387,670 | 20,098 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,886,094 | 20,265 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,775,949 | 20,676 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,771,268 | 21,287 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,517,767 | 21,054 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,825,048 | 21,983 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $3,915,744 | 21,227 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,137,185 | 18,973 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||