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Forvis Mazars Wealth Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1352864 Springfield, MO

Position in MCD

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,187,618
-$319,835 QoQ
Shares Held
8,093
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,229
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MCD Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $8,583,479 across 5 Restaurants names. MCD ranks #2 (25.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MCD
Mcdonalds Corp
This page
8,093 $2,187,618

All Filings in MCD

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,187,618 8,093
2026-03-31 $2,507,453 8,068
2025-12-31 $2,464,294 8,063
2025-09-30 $2,422,914 7,973
2025-06-30 $2,321,582 7,946
2025-03-31 $2,474,282 7,921
2024-12-31 $2,324,917 8,020
2024-09-30 $2,467,444 8,103
2024-06-30 $2,654,923 10,418
2024-03-31 $2,374,582 8,422
2023-12-31 $2,677,188 9,029
2023-09-30 $2,265,847 8,601
2023-06-30 $2,741,194 9,186
2023-03-31 $2,769,537 9,905
2022-12-31 $2,643,996 10,033
2022-09-30 $2,274,173 9,856
2022-06-30 $2,216,241 8,977
2022-03-31 $1,849,159 7,478
2021-12-31 $2,023,124 7,547
2021-09-30 $1,644,370 6,820
2021-06-30 $1,473,947 6,381
2021-03-31 $1,669,170 7,447
2020-12-31 $2,436,341 11,354
2020-09-30 $2,448,191 11,154
2020-06-30 $2,104,987 11,411
2020-03-31 $1,806,944 10,928