Avidian Wealth Enterprises, LLC

Position in MCD — Mcdonalds Corp

CIK 1471474 HOUSTON, TX

Position in MCD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,229,810

-$618,514 QoQ

Shares Held

15,648

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#883

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Cyclical · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $7,553,249 across 4 Restaurants names. MCD ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	15,648	$4,229,810
2	SBUX	Starbucks Corp	19,041	$1,945,799
3	YUM	Yum Brands Inc	5,860	$936,779
4	DRI	Darden Restaurants Inc	2,140	$440,861

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,229,810	15,648	+0.3%	Shares	Sole	2026-07-24
2026-03-31	$4,848,324	15,600	+107.9%	Shares	Sole	2026-05-07
2025-12-31	$2,293,447	7,504	+3.0%	Shares	Sole	2026-02-02
2025-09-30	$2,213,230	7,283	+4.4%	Shares	Sole	2025-10-30
2025-06-30	$2,038,177	6,976	+11.5%	Shares	Sole	2025-07-30
2025-03-31	$1,954,811	6,258	-9.2%	Shares	Sole	2025-04-25
2024-12-31	$1,997,921	6,892	+1.2%	Shares	Sole	2025-01-29
2024-09-30	$2,072,799	6,807	-3.7%	Shares	Sole	2024-10-30
2024-06-30	$1,801,718	7,070	+9.9%	Shares	Sole	2024-08-06
2024-03-31	$1,814,066	6,434	+75.0%	Shares	Sole	2024-05-03
2023-12-31	$1,089,970	3,676	-44.0%	Shares	Sole	2024-02-06
2023-09-30	$1,728,693	6,562	-12.8%	Shares	Sole	2023-10-13
2023-06-30	$2,245,236	7,524	-37.2%	Shares	Sole	2023-08-03
2023-03-31	$3,349,168	11,978	+29.5%	Shares	Sole	2023-05-08
2022-12-31	$2,436,861	9,247	+11.2%	Shares	Sole	2023-02-06
2022-09-30	$1,917,910	8,312	-1.3%	Shares	Sole	2022-11-03
2022-06-30	$2,079,470	8,423	+23.8%	Shares	Sole	2022-07-29
2022-03-31	$1,682,740	6,805	+3.4%	Shares	Sole	2022-05-10
2021-12-31	$1,764,168	6,581	+8.5%	Shares	Sole	2022-02-14
2021-09-30	$1,463,055	6,068	+7.6%	Shares	Sole	2021-11-10
2021-06-30	$1,303,014	5,641	+18.4%	Shares	Sole	2021-08-09
2021-03-31	$1,068,027	4,765	+4.9%	Shares	Sole	2021-05-05
2020-12-31	$974,836	4,543	-11.3%	Shares	Sole	2021-02-09
2020-09-30	$1,124,666	5,124	+5.4%	Shares	Sole	2021-02-03
2020-06-30	$896,524	4,860	-11.1%	Shares	Sole	2020-08-10
2020-03-31	$904,299	5,469	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.