Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in MCD — Mcdonalds Corp
CIK 1510434
Seattle, WA
Position in MCD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,572,980
-$548,960 QoQ
Shares Held
20,617
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#743
of 3,393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $13,041,620 across 7 Restaurants names. MCD ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
20,617 | $5,572,980 | |
| 2 | SBUX |
Starbucks Corp
|
52,091 | $5,323,178 | |
| 3 | YUM |
Yum Brands Inc
|
6,274 | $1,002,961 | |
| 4 | BJRI |
BJs RESTAURANTS INC
|
8,016 | $486,851 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,182 | $349,918 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,245 | $256,482 | |
| 7 | GENK |
GEN Restaurant Group, Inc.
|
25,000 | $49,250 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,572,980 | 20,617 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,121,940 | 19,698 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $5,487,586 | 17,955 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,313,820 | 17,486 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $5,061,844 | 17,325 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,341,527 | 17,100 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,979,030 | 13,726 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,359,669 | 14,317 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,153,645 | 12,375 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,694,108 | 13,102 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,590,736 | 12,110 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,344,897 | 12,697 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,321,004 | 11,129 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,145,332 | 11,249 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,203,734 | 12,157 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,867,175 | 12,426 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,947,006 | 11,937 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,082,592 | 16,510 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,459,443 | 12,905 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,197,958 | 9,116 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,286,570 | 9,899 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,112,967 | 9,427 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,838,464 | 13,228 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,357,981 | 10,743 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,943,391 | 10,535 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,675,326 | 10,132 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||