CWM, LLC

Position in MCD — Mcdonalds Corp

CIK 1535847 OMAHA, NE

Position in MCD

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$28,602,003

-$5,961,999 QoQ

Shares Held

92,030

-18.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 3.6683690101054003.ToString("F0")% Shared 0.ToString("F0")% None 96.3316309898946.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

CWM, LLC holds $78,304,621 across 31 Restaurants names. MCD ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	92,030	$28,602,003
2	TXRH	Texas Roadhouse, Inc.	82,467	$13,618,600
3	SBUX	Starbucks Corp	127,674	$11,438,313
4	CMG	Chipotle Mexican Grill Inc	308,707	$9,881,711
5	DRI	Darden Restaurants Inc	16,313	$3,198,000
6	DPZ	Dominos Pizza Inc	8,465	$3,037,157
7	YUM	Yum Brands Inc	16,245	$2,525,772
8	EAT	Brinker International, Inc	16,358	$2,335,431

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,602,003	92,030	-18.6%	Shares	Sole	2026-05-14
2025-12-31	$34,564,002	113,091	+6.6%	Shares	Sole	2026-01-26
2025-09-30	$32,246,071	106,111	+9.2%	Shares	Sole	2025-10-15
2025-06-30	$28,378,764	97,131	+6.9%	Shares	Sole	2025-07-25
2025-03-31	$28,379,126	90,851	+4.8%	Shares	Sole	2025-05-01
2024-12-31	$25,123,026	86,664	+9.4%	Shares	Sole	2025-02-04
2024-09-30	$24,133,331	79,253	+6.7%	Shares	Sole	2024-10-08
2024-06-30	$18,925,947	74,266	+7.5%	Shares	Sole	2024-07-10
2024-03-31	$19,480,771	69,093	+11.5%	Shares	Sole	2024-04-05
2023-12-31	$18,381,544	61,993	+20.0%	Shares	Sole	2024-02-01
2023-09-30	$13,613,788	51,677	+18.4%	Shares	Sole	2023-10-11
2023-06-30	$13,019,329	43,629	+21.0%	Shares	Sole	2023-08-03
2023-03-31	$10,077,983	36,043	+23.5%	Shares	Sole	2023-05-01
2022-12-31	$7,692,177	29,189	+18.2%	Shares	Sole	2023-02-01
2022-09-30	$5,700,431	24,705	+12.4%	Shares	Sole	2022-10-27
2022-06-30	$5,423,953	21,970	+13.2%	Shares	Sole	2022-07-28
2022-03-31	$4,797,973	19,403	+5.8%	Shares	Sole	2022-04-21
2021-12-31	$4,914,527	18,333	-86.6%	Shares	Sole	2022-01-31
2021-06-30	$31,697,833	137,226	0.0%	Shares	Sole	2021-09-15
2021-03-31	$30,757,835	137,226	0.0%	Shares	Sole	2021-09-15
2020-12-31	$29,445,955	137,226	0.0%	Shares	Sole	2021-09-15
2020-09-30	$30,119,734	137,226	0.0%	Shares	Sole	2021-09-15
2020-06-30	$25,314,080	137,226	0.0%	Shares	Sole	2021-09-15
2020-03-31	$22,690,319	137,226	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.