Institute for Wealth Management, LLC.

Position in MCD — Mcdonalds Corp

CIK 1533954 DENVER, CO

Position in MCD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$807,415

-$167,533 QoQ

Shares Held

2,987

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,950

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $9,268,487 across 10 Restaurants names. MCD ranks #2 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	74,899	$7,653,928
2	MCD	Mcdonalds Corp This page	2,987	$807,415
3	YUM	Yum Brands Inc	2,458	$392,935
4	CMG	Chipotle Mexican Grill Inc	6,610	$224,740
5	YUMC	Yum China Holdings, Inc.	2,517	$102,869
6	DRI	Darden Restaurants Inc	139	$28,635
7	BROS	Dutch Bros Inc.	357	$25,636
8	QSR	Restaurant Brands International Inc.	350	$25,378

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$807,415	2,987	-4.8%	Shares	Sole	2026-07-28
2026-03-31	$974,948	3,137	+0.4%	Shares	Sole	2026-05-14
2025-12-31	$955,399	3,126	-0.7%	Shares	Sole	2026-01-27
2025-09-30	$956,645	3,148	-2.3%	Shares	Sole	2025-10-17
2025-06-30	$941,371	3,222	-1.4%	Shares	Sole	2025-07-18
2025-03-31	$1,020,825	3,268	-0.6%	Shares	Sole	2025-04-21
2024-12-31	$952,868	3,287	+0.6%	Shares	Sole	2025-01-23
2024-09-30	$994,529	3,266	-5.4%	Shares	Sole	2024-11-12
2024-06-30	$879,707	3,452	-5.1%	Shares	Sole	2024-07-25
2024-03-31	$1,026,016	3,639	-1.3%	Shares	Sole	2024-04-30
2023-12-31	$1,092,935	3,686	-2.3%	Shares	Sole	2024-01-31
2023-09-30	$994,222	3,774	-1.3%	Shares	Sole	2023-10-13
2023-06-30	$1,140,821	3,823	+0.3%	Shares	Sole	2023-07-25
2023-03-31	$1,065,314	3,810	-1.1%	Shares	Sole	2023-04-20
2022-12-31	$1,015,381	3,853	-2.0%	Shares	Sole	2023-02-02
2022-09-30	$907,500	3,933	-0.3%	Shares	Sole	2022-10-18
2022-06-30	$973,941	3,945	+5.1%	Shares	Sole	2022-07-25
2022-03-31	$928,041	3,753	-3.6%	Shares	Sole	2022-04-29
2021-12-31	$1,043,596	3,893	-3.3%	Shares	Sole	2022-01-21
2021-09-30	$970,708	4,026	-7.2%	Shares	Sole	2021-11-15
2021-06-30	$1,001,803	4,337	+0.6%	Shares	Sole	2021-07-21
2021-03-31	$966,043	4,310	-0.7%	Shares	Sole	2021-05-04
2020-12-31	$931,062	4,339	+8.4%	Shares	Sole	2021-02-01
2020-09-30	$878,398	4,002	+2.9%	Shares	Sole	2020-11-03
2020-06-30	$717,403	3,889	+50.7%	Shares	Sole	2020-07-30
2020-03-31	$426,603	2,580	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.