Position in MCD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$283,825
-$42,504 QoQ
Shares Held
1,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,830
of 3,448 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $535,569 across 2 Restaurants names. MCD ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,050 | $283,825 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,222 | $251,744 |
All Filings in MCD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,825 | 1,050 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $326,329 | 1,050 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $320,911 | 1,050 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $319,084 | 1,050 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $306,778 | 1,050 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $304,560 | 975 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $282,642 | 975 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $296,897 | 975 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $248,469 | 975 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $274,901 | 975 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $289,097 | 975 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $256,854 | 975 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $269,762 | 904 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $252,767 | 904 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $238,231 | 904 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $356,724 | 1,546 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $385,379 | 1,561 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $382,294 | 1,546 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $414,436 | 1,546 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $372,756 | 1,546 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $357,110 | 1,546 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $346,520 | 1,546 | Shares | Sole | 2021-04-20 | |
| 2020-09-30 | $200,833 | 915 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||