Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$33,248
+$4,031 QoQ
Shares Held
123
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,360
of 3,448 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $5,436,608 across 6 Restaurants names. MCD ranks #4 (0.6% of the industry book) .
All Filings in MCD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,248 | 123 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $29,217 | 100 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $28,989 | 100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $609 | 2 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||