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, 2026Forvis Mazars Wealth Advisors, LLC holds $8,583,479 across 5 Restaurants names. MCD ranks #2 (25.5% of the industry book) .
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,187,618 | 8,093 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,507,453 | 8,068 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,464,294 | 8,063 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,422,914 | 7,973 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,321,582 | 7,946 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,474,282 | 7,921 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,324,917 | 8,020 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,467,444 | 8,103 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,654,923 | 10,418 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,374,582 | 8,422 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,677,188 | 9,029 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,265,847 | 8,601 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,741,194 | 9,186 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,769,537 | 9,905 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,643,996 | 10,033 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,274,173 | 9,856 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,216,241 | 8,977 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,849,159 | 7,478 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,023,124 | 7,547 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,644,370 | 6,820 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,473,947 | 6,381 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,669,170 | 7,447 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,436,341 | 11,354 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,448,191 | 11,154 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,104,987 | 11,411 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,806,944 | 10,928 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||