MONETA GROUP INVESTMENT ADVISORS LLC

Position in MCD — Mcdonalds Corp

CIK 1120927 ST LOUIS, MO

Position in MCD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,886,687

-$1,218,405 QoQ

Shares Held

25,477

-2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#671

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $10,379,381 across 5 Restaurants names. MCD ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	25,477	$6,886,687
2	SBUX	Starbucks Corp	13,026	$1,331,126
3	WING	Wingstop Inc.	7,187	$1,246,297
4	YUM	Yum Brands Inc	3,670	$586,686
5	DRI	Darden Restaurants Inc	1,595	$328,585

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,886,687	25,477	-2.3%	Shares	Sole	2026-08-14
2026-03-31	$8,105,092	26,079	-2.6%	Shares	Sole	2026-05-12
2025-12-31	$8,180,492	26,766	-0.2%	Shares	Sole	2026-02-12
2025-09-30	$8,146,379	26,807	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$7,774,351	26,609	+3.2%	Shares	Sole	2025-08-14
2025-03-31	$8,054,460	25,785	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$7,511,339	25,911	+5.2%	Shares	Sole	2025-02-11
2024-09-30	$7,496,731	24,619	+1.8%	Shares	Sole	2024-11-12
2024-06-30	$6,162,795	24,183	-4.5%	Shares	Sole	2024-08-13
2024-03-31	$7,140,383	25,325	+20.8%	Shares	Sole	2024-08-13
2023-12-31	$6,218,111	20,971	-2.6%	Shares	Sole	2024-02-15
2023-09-30	$5,672,653	21,533	+4.3%	Shares	Sole	2023-11-15
2023-06-30	$6,160,376	20,644	+3.8%	Shares	Sole	2023-08-15
2023-03-31	$5,559,206	19,882	+13.5%	Shares	Sole	2023-05-15
2022-12-31	$4,616,782	17,519	-3.1%	Shares	Sole	2023-02-16
2022-09-30	$4,169,933	18,072	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$4,509,016	18,264	+26.1%	Shares	Sole	2022-08-15
2022-03-31	$3,582,098	14,486	-4.0%	Shares	Sole	2022-05-11
2021-12-31	$4,045,980	15,093	+6.0%	Shares	Sole	2022-02-11
2021-09-30	$3,431,959	14,234	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$3,345,890	14,485	+4.4%	Shares	Sole	2021-08-13
2021-03-31	$3,111,063	13,880	+89.5%	Shares	Sole	2021-05-14
2020-12-31	$1,572,013	7,326	+184.1%	Shares	Sole	2021-02-12
2020-09-30	$566,064	2,579	+36.0%	Shares	Sole	2020-11-13
2020-06-30	$349,939	1,897	+34.6%	Shares	Sole	2020-08-12
2020-03-31	$232,978	1,409	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.