Funds with large stakes in 3 fast-food stocks

Stocks of fast-food chains have fared well this year. Two of the biggest names, McDonald’s Corp. and Yum Brands Inc., are up 22 percent and 11 percent, respectively, compared with the 2 percent gain for the Standard & Poor’s 500 index. Shares of a smaller chain, Chipotle’s Mexican Grill Inc., have rallied 62 percent.

Below are mutual funds that recently had one of the stocks below among their largest holdings. The list is based on funds’ latest holdings reports, as tracked by Morningstar. The list excludes funds that don’t have retail share classes designed for individual investors.

McDonald’s Corp:

Fidelity Select Leisure (FDLSX), 15.8 percent

2. Fidelity Select Consumer Discretionary (FSCPX), 6.2 percent

3. William Blair Growth (WBGSX), 5.8 percent

4. Two Oaks Diversified Growth & Income (TWOAX), 5.63 percent

5. Huntington Rotating Markets (HRIAX), 5.59 percent


Yum Brands Inc.:

W.P. Stewart & Co. Growth (WPSGX), 6.5 percent

Longleaf Partners (LLPFX), 5.2 percent

3. John Hancock US Global Leaders Growth (USGLX), 5.1 percent

4. Edgewood Growth (EGFFX), 4.4 percent

5. Fidelity Select Leisure (FDLSX), 4.2 percent


Chipotle Mexican Grill Inc.:

1. Burnham Fund (BURHX), 6.7 percent

2. RidgeWorth Emerging Growth Stock (SCEAX) , 5.9 percent

3. Geneva Advisors All Cap Growth (GNVRX), 4.6 percent

4. SunAmerica Focused Growth (SSAAX), 3.7 percent

5. Fidelity Select Leisure (FDLSX), 3.6 percent


Note: Fund returns through Oct. 26