Destination Wealth Management

Position in MCD — Mcdonalds Corp

CIK 1278573 WALNUT CREEK, CA

Back to MCD Full portfolio

Position in MCD

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

Position Value

$24,026,234

-$2,634,575 QoQ

Shares Held

88,884

+3.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#359

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Common Shares in MCD Over Time

Shares Held

Position Value (USD)

Derivatives in MCD

reported options exposure · as of Dec 31, 2025

CallValue

$16,472

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Destination Wealth Management holds $25,356,593 across 3 Restaurants names. MCD ranks #1 (94.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	88,884	$24,026,234
2	SBUX	Starbucks Corp	9,996	$1,021,491
3	PZZA	Papa Johns International Inc	8,400	$308,868

All Filings in MCD

Export CSV

31 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,026,234	88,884	+3.6%	Shares	Sole	2026-08-14
2026-03-31	$26,660,809	85,784	+3.4%	Shares	Sole	2026-05-15
2025-12-31	$16,472	400	+300.0%	Call	Sole	2026-02-13
2025-12-31	$25,360,566	82,978	+4.7%	Shares	Sole	2026-02-13
2025-09-30	$24,081,155	79,243	-1.2%	Shares	Sole	2025-11-14
2025-06-30	$23,425,606	80,178	-2.1%	Shares	Sole	2025-08-14
2025-03-31	$25,572,170	81,865	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$23,793,301	82,077	-1.6%	Shares	Sole	2025-02-07
2024-09-30	$25,405,573	83,431	+1.6%	Shares	Sole	2024-11-25
2024-06-30	$20,936,125	82,154	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$23,133,151	82,047	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$4,615	100	0.0%	Call	Sole	2024-02-14
2023-12-31	$24,398,621	82,286	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$21,842,864	82,914	-0.9%	Shares	Sole	2023-11-14
2023-09-30	$2,728	100	0.0%	Call	Sole	2023-11-14
2023-06-30	$24,975,126	83,694	-2.7%	Shares	Sole	2023-08-11
2023-06-30	$5,584	100	0.0%	Call	Sole	2023-08-11
2023-03-31	$24,052,891	86,023	-1.7%	Shares	Sole	2023-05-05
2023-03-31	$4,325	100	—	Call	Sole	2023-05-05
2022-12-31	$23,050,178	87,467	-3.0%	Shares	Sole	2023-02-13
2022-09-30	$20,797,519	90,134	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$22,442,132	90,903	-0.8%	Shares	Sole	2022-07-29
2022-03-31	$22,657,277	91,626	+0.9%	Shares	Sole	2022-05-12
2021-12-31	$24,351,478	90,840	+1.2%	Shares	Sole	2022-02-04
2021-09-30	$21,633,835	89,726	+1.4%	Shares	Sole	2021-10-25
2021-06-30	$20,437,764	88,479	+1.6%	Shares	Sole	2021-08-13
2021-03-31	$19,514,524	87,064	+0.9%	Shares	Sole	2021-05-05
2020-12-31	$18,518,897	86,303	+2.4%	Shares	Sole	2021-02-11
2020-09-30	$18,502,568	84,298	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$15,600,996	84,572	+55.2%	Shares	Sole	2020-08-14
2020-03-31	$9,012,236	54,504	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.