BOK Financial Private Wealth, Inc.

Position in MCD — Mcdonalds Corp

CIK 1317348 DENVER, CO

Position in MCD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$784,169

-$234,600 QoQ

Shares Held

2,901

-11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,976

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Consumer Cyclical · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $1,356,798 across 8 Restaurants names. MCD ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	2,901	$784,169
2	YUM	Yum Brands Inc	2,936	$469,348
3	YUMC	Yum China Holdings, Inc.	1,512	$61,795
4	SBUX	Starbucks Corp	336	$34,335
5	CMG	Chipotle Mexican Grill Inc	85	$2,890
6	QSR	Restaurant Brands International Inc.	38	$2,755
7	DPZ	Dominos Pizza Inc	3	$888
8	DRI	Darden Restaurants Inc	3	$618

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$784,169	2,901	-11.5%	Shares	Sole	2026-08-10
2026-03-31	$1,018,769	3,278	-8.2%	Shares	Sole	2026-05-12
2025-12-31	$1,091,710	3,572	-3.7%	Shares	Sole	2026-02-06
2025-09-30	$1,127,128	3,709	-47.9%	Shares	Sole	2025-11-07
2025-06-30	$2,078,497	7,114	+46.8%	Shares	Sole	2025-08-07
2025-03-31	$1,513,745	4,846	-30.6%	Shares	Sole	2025-05-14
2024-12-31	$2,024,591	6,984	-18.2%	Shares	Sole	2025-02-07
2024-09-30	$2,599,906	8,538	+18.7%	Shares	Sole	2024-11-13
2024-06-30	$1,833,573	7,195	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$2,023,555	7,177	-7.0%	Shares	Sole	2024-05-01
2023-12-31	$2,289,353	7,721	-2.7%	Shares	Sole	2024-01-30
2023-09-30	$2,090,659	7,936	+15.9%	Shares	Sole	2023-10-13
2023-06-30	$2,042,616	6,845	-12.8%	Shares	Sole	2023-08-08
2023-03-31	$2,195,497	7,852	+271.4%	Shares	Sole	2023-04-24
2022-12-31	$557,102	2,114	-25.7%	Shares	Sole	2023-02-02
2022-09-30	$656,224	2,844	+4.7%	Shares	Sole	2022-11-07
2022-06-30	$670,526	2,716	-49.8%	Shares	Sole	2022-08-15
2022-03-31	$1,338,279	5,412	+4.4%	Shares	Sole	2022-05-09
2021-12-31	$1,389,674	5,184	+147.2%	Shares	Sole	2022-02-15
2021-09-30	$505,607	2,097	+41.3%	Shares	Sole	2021-11-15
2021-06-30	$342,789	1,484	-29.9%	Shares	Sole	2021-08-03
2021-03-31	$474,728	2,118	+3.8%	Shares	Sole	2021-05-12
2020-12-31	$437,743	2,040	+4.7%	Shares	Sole	2021-02-01
2020-09-30	$427,786	1,949	+0.2%	Shares	Sole	2020-11-06
2020-06-30	$358,978	1,946	-6.8%	Shares	Sole	2020-08-13
2020-03-31	$345,085	2,087	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.