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LIGHTHOUSE FINANCIAL SERVICES INC /ADV

Position in MCD — Mcdonalds Corp

CIK 1068979 BREA, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$1,813,239
-$269,364 QoQ
Shares Held
6,708
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,367
of 3,448 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MCD Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $3,443,093 across 3 Restaurants names. MCD ranks #1 (52.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
This page
6,708 $1,813,239

All Filings in MCD

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,813,239 6,708
2026-03-31 $2,082,603 6,701
2025-12-31 $2,041,608 6,680