IMA Advisory Services, Inc.

Position in MCD — Mcdonalds Corp

CIK 1455495 DENVER, CO

Position in MCD

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

Position Value

$166,510

+$68,301 QoQ

Shares Held

616

+94.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,193

of 3,448 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $1,016,630 across 7 Restaurants names. MCD ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	8,074	$825,082
2	MCD	Mcdonalds Corp This page	616	$166,510
3	CMG	Chipotle Mexican Grill Inc	424	$14,416
4	DRI	Darden Restaurants Inc	40	$8,240
5	BROS	Dutch Bros Inc.	20	$1,436
6	CAVA	Cava Group, Inc.	8	$627
7	YUM	Yum Brands Inc	2	$319

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,510	616	+94.9%	Shares	Sole	2026-08-10
2026-03-31	$98,209	316	0.0%	Shares	Sole	2026-05-06
2025-12-31	$96,579	316	+8.2%	Shares	Sole	2026-02-11
2025-09-30	$88,735	292	+52.1%	Shares	Sole	2025-11-06
2025-06-30	$56,096	192	+7.3%	Shares	Sole	2025-08-08
2025-03-31	$55,914	179	0.0%	Shares	Sole	2025-05-06
2024-09-30	$54,507	179	-16.0%	Shares	Sole	2024-11-14
2023-09-30	$56,112	213	0.0%	Shares	Sole	2023-11-28
2023-06-30	$63,561	213	+124.2%	Shares	Sole	2023-08-15
2023-03-31	$26,562	95	-75.2%	Shares	Sole	2023-05-16
2022-12-31	$100,931	383	-4.2%	Shares	Sole	2023-02-16
2022-09-30	$92,296	400	+0.3%	Shares	Sole	2022-11-15
2022-06-30	$98,505	399	-25.7%	Shares	Sole	2022-08-18
2022-03-31	$132,789	537	+0.2%	Shares	Sole	2022-06-13
2021-12-31	$143,685	536	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$128,993	535	+0.2%	Shares	Sole	2021-11-03
2021-06-30	$123,348	534	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$119,466	533	+0.2%	Shares	Sole	2021-05-13
2020-12-31	$114,156	532	-13.5%	Shares	Sole	2021-02-08
2020-09-30	$134,986	615	+0.2%	Shares	Sole	2020-11-16
2020-06-30	$113,264	614	+0.2%	Shares	Sole	2020-08-13
2020-03-31	$101,359	613	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.