NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in MCD — Mcdonalds Corp

CIK 1109767 CEDAR RAPIDS, IA

Position in MCD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,646,064

-$376,679 QoQ

Shares Held

9,789

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,137

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $6,328,854 across 4 Restaurants names. MCD ranks #2 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	26,774	$2,736,035
2	MCD	Mcdonalds Corp This page	9,789	$2,646,064
3	DRI	Darden Restaurants Inc	2,964	$610,613
4	BROS	Dutch Bros Inc.	4,681	$336,142

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,646,064	9,789	+0.6%	Shares	Sole	2026-07-23
2026-03-31	$3,022,743	9,726	+0.0%	Shares	Sole	2026-04-15
2025-12-31	$2,972,251	9,725	+2.9%	Shares	Sole	2026-01-26
2025-09-30	$2,871,152	9,448	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$2,771,816	9,487	-30.4%	Shares	Sole	2025-08-11
2025-03-31	$4,258,227	13,632	+17.5%	Shares	Sole	2025-05-13
2024-12-31	$3,363,013	11,601	+0.1%	Shares	Sole	2025-01-30
2024-09-30	$3,530,184	11,593	+6.2%	Shares	Sole	2024-11-04
2024-06-30	$2,782,343	10,918	+5.4%	Shares	Sole	2024-07-29
2024-03-31	$2,919,874	10,356	-1.7%	Shares	Sole	2024-04-23
2023-12-31	$3,122,843	10,532	+1.1%	Shares	Sole	2024-02-09
2023-09-30	$2,744,781	10,419	+5.2%	Shares	Sole	2023-11-14
2023-06-30	$2,955,154	9,903	+2.4%	Shares	Sole	2023-08-14
2023-03-31	$2,705,226	9,675	+9.9%	Shares	Sole	2023-05-15
2022-12-31	$2,320,118	8,804	+288.0%	Shares	Sole	2023-02-07
2022-09-30	$523,549	2,269	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$581,896	2,357	-14.3%	Shares	Sole	2022-08-15
2022-03-31	$680,020	2,750	+22.5%	Shares	Sole	2022-05-13
2021-12-31	$601,817	2,245	+2.2%	Shares	Sole	2022-02-10
2021-09-30	$529,477	2,196	-2.6%	Shares	Sole	2021-11-12
2021-06-30	$520,882	2,255	+27.0%	Shares	Sole	2021-08-16
2021-03-31	$397,848	1,775	-3.6%	Shares	Sole	2021-05-14
2020-12-31	$395,041	1,841	-1.8%	Shares	Sole	2021-02-16
2020-09-30	$411,324	1,874	-0.7%	Shares	Sole	2020-11-12
2020-06-30	$348,279	1,888	+12.1%	Shares	Sole	2020-08-13
2020-03-31	$278,449	1,684	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.