B. Riley Wealth Advisors, Inc.

Position in MCD — Mcdonalds Corp

CIK 1464811 MEMPHIS, TN

Back to MCD Full portfolio

Position in MCD

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,970,559

-$346,380 QoQ

Shares Held

7,290

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,298

of 3,448 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCD Over Time

Shares Held

Position Value (USD)

Derivatives in MCD

reported options exposure · as of Jun 30, 2026

CallValue

$47,304

CallShares

175

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $4,541,957 across 3 Restaurants names. MCD ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	7,290	$1,970,559
2	SBUX	Starbucks Corp	17,604	$1,798,952
3	CMG	Chipotle Mexican Grill Inc	22,719	$772,446

All Filings in MCD

Export CSV

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,304	175	-98.2%	Call	Sole	2026-07-14
2026-06-30	$1,970,559	7,290	-2.2%	Shares	Sole	2026-07-14
2026-03-31	$2,316,939	7,455	-39.5%	Shares	Sole	2026-04-27
2025-12-31	$3,764,139	12,316	+0.4%	Shares	Sole	2026-02-17
2025-09-30	$30,389	10,000	+9900.0%	Call	Sole	2025-10-31
2025-09-30	$3,727,818	12,267	-6.4%	Shares	Sole	2025-10-31
2025-06-30	$29,217	100	—	Call	Sole	2025-08-19
2025-06-30	$3,829,764	13,108	-75.1%	Shares	Sole	2025-08-19
2024-12-31	$15,254,301	52,621	-3.3%	Shares	Sole	2025-02-25
2024-09-30	$16,567,780	54,408	-6.8%	Shares	Sole	2024-12-13
2024-06-30	$14,870,423	58,352	+7.7%	Shares	Sole	2024-08-19
2024-03-31	$15,281,408	54,199	+1.6%	Shares	Sole	2024-05-16
2023-12-31	$15,823,256	53,365	-1.5%	Shares	Sole	2024-03-15
2023-09-30	$14,278,184	54,199	-9.9%	Shares	Sole	2023-12-01
2023-06-30	$17,944,586	60,134	-7.1%	Shares	Sole	2023-07-27
2023-03-31	$18,099,994	64,733	+41.2%	Shares	Sole	2023-05-17
2022-12-31	$12,083,904	45,854	+1.9%	Shares	Sole	2023-03-15
2022-09-30	$10,382,145	44,995	+27.1%	Shares	Other	2022-11-22
2022-06-30	$8,743,253	35,415	+18.6%	Shares	Other	2022-08-12
2022-03-31	$7,386,252	29,870	-12.5%	Shares	Other	2022-05-02
2021-12-31	$9,153,250	34,145	+4.8%	Shares	Other	2022-01-28
2021-09-30	$7,857,051	32,587	+1.8%	Shares	Other	2021-11-16
2021-06-30	$7,394,451	32,012	+18.4%	Shares	Other	2021-08-10
2021-03-31	$6,062,538	27,048	+24.3%	Shares	Other	2021-05-13
2020-12-31	$4,670,119	21,764	-22.4%	Shares	Other	2021-02-04
2020-09-30	$6,155,376	28,044	+27.2%	Shares	Other	2020-11-09
2020-06-30	$4,067,009	22,047	+4.6%	Shares	Other	2020-07-31
2020-03-31	$3,485,742	21,081	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.