SHEETS SMITH WEALTH MANAGEMENT

Position in MCD — Mcdonalds Corp

CIK 1157436 WINSTON-SALEM, NC

Position in MCD

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$917,972

-$136,849 QoQ

Shares Held

3,396

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,846

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

SHEETS SMITH WEALTH MANAGEMENT holds $2,240,341 across 3 Restaurants names. MCD ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	3,396	$917,972
2	DRI	Darden Restaurants Inc	3,781	$778,923
3	SBUX	Starbucks Corp	5,318	$543,446

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$917,972	3,396	+0.1%	Shares	Sole	2026-07-13
2026-03-31	$1,054,821	3,394	+0.5%	Shares	Sole	2026-04-16
2025-12-31	$1,032,418	3,378	-1.3%	Shares	Sole	2026-01-20
2025-09-30	$1,040,215	3,423	-5.0%	Shares	Sole	2025-10-16
2025-06-30	$1,052,980	3,604	+1.0%	Shares	Sole	2025-07-15
2025-03-31	$1,114,848	3,569	-0.9%	Shares	Sole	2025-04-23
2024-12-31	$1,044,183	3,602	+0.6%	Shares	Sole	2025-01-17
2024-09-30	$1,089,841	3,579	-12.2%	Shares	Sole	2024-11-01
2024-06-30	$1,038,982	4,077	+0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,148,946	4,075	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$1,205,313	4,065	+2.5%	Shares	Sole	2024-02-06
2023-09-30	$1,044,276	3,964	-0.6%	Shares	Sole	2023-10-23
2023-06-30	$1,189,760	3,987	+0.1%	Shares	Sole	2023-08-09
2023-03-31	$1,114,245	3,985	+0.1%	Shares	Sole	2023-05-26
2022-12-31	$1,049,639	3,983	+2.0%	Shares	Sole	2023-03-08
2022-09-30	$900,808	3,904	-0.7%	Shares	Sole	2022-11-01
2022-06-30	$970,979	3,933	-4.8%	Shares	Sole	2022-07-27
2022-03-31	$1,021,513	4,131	-2.5%	Shares	Sole	2022-05-02
2021-12-31	$1,136,348	4,239	-1.1%	Shares	Sole	2022-01-20
2021-09-30	$1,033,156	4,285	-3.3%	Shares	Sole	2021-10-15
2021-06-30	$1,023,747	4,432	-0.0%	Shares	Sole	2021-08-03
2021-03-31	$993,612	4,433	+2.0%	Shares	Sole	2021-04-23
2020-12-31	$932,564	4,346	-3.4%	Shares	Sole	2021-01-13
2020-09-30	$987,705	4,500	-1.6%	Shares	Sole	2020-10-26
2020-06-30	$843,581	4,573	-4.7%	Shares	Sole	2020-07-17
2020-03-31	$793,514	4,799	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.