EP Wealth Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1540569 TORRANCE, CA

Position in MCD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$76,393,390

+$1,226,653 QoQ

Shares Held

282,614

+16.9% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#175

of 3,448 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Consumer Cyclical · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $88,784,929 across 6 Restaurants names. MCD ranks #1 (86.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	282,614	$76,393,390
2	SBUX	Starbucks Corp	75,211	$7,685,812
3	YUM	Yum Brands Inc	14,820	$2,369,125
4	DRI	Darden Restaurants Inc	5,168	$1,064,659
5	CMG	Chipotle Mexican Grill Inc	27,897	$948,498
6	YUMC	Yum China Holdings, Inc.	7,914	$323,445

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,393,390	282,614	+16.9%	Shares	Sole	2026-08-12
2026-03-31	$75,166,737	241,857	+1.3%	Shares	Sole	2026-05-14
2025-12-31	$72,994,224	238,832	+3.9%	Shares	Sole	2026-02-18
2025-06-30	$67,167,837	229,893	+2.5%	Shares	Sole	2025-08-14
2025-03-31	$70,034,291	224,203	+4.1%	Shares	Sole	2025-05-15
2024-12-31	$62,444,625	215,408	-0.4%	Shares	Sole	2025-02-14
2024-09-30	$65,830,798	216,186	+6.8%	Shares	Sole	2024-11-15
2024-06-30	$51,573,245	202,375	+266.7%	Shares	Sole	2024-08-19
2024-03-31	$15,561,102	55,191	-0.5%	Shares	Sole	2024-05-14
2023-12-31	$16,453,043	55,489	+3.7%	Shares	Sole	2024-02-28
2023-09-30	$14,090,615	53,487	+337.4%	Shares	Sole	2023-11-24
2023-06-30	$3,648,957	12,228	+108.7%	Shares	Sole	2023-08-14
2023-03-31	$1,637,955	5,858	-88.2%	Shares	Sole	2023-06-05
2022-12-31	$13,138,288	49,855	+3.2%	Shares	Sole	2023-06-12
2022-09-30	$11,143,819	48,296	+80.6%	Shares	Sole	2022-12-02
2022-06-30	$6,600,830	26,737	-1.9%	Shares	Sole	2022-08-11
2022-03-31	$6,738,627	27,251	-2.1%	Shares	Sole	2022-05-20
2021-12-31	$7,458,779	27,824	-1.3%	Shares	Sole	2022-02-17
2021-09-30	$6,798,096	28,195	+6.9%	Shares	Sole	2021-11-23
2021-06-30	$6,093,516	26,380	-0.6%	Shares	Sole	2021-08-24
2021-03-31	$5,948,227	26,538	+140.8%	Shares	Sole	2021-05-17
2020-12-31	$2,364,457	11,019	+25.0%	Shares	Sole	2021-02-18
2020-09-30	$1,935,243	8,817	+4.4%	Shares	Sole	2020-11-17
2020-06-30	$1,557,295	8,442	-21.4%	Shares	Sole	2020-08-14
2020-03-31	$1,776,851	10,746	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.