Modera Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1542143 WESTWOOD, NJ

Position in MCD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,859,950

-$1,876,290 QoQ

Shares Held

32,777

-5.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#591

of 3,461 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Modera Wealth Management, LLC holds $23,973,477 across 5 Restaurants names. MCD ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	134,836	$13,778,890
2	MCD	Mcdonalds Corp This page	32,777	$8,859,950
3	YUM	Yum Brands Inc	4,888	$781,395
4	TXRH	Texas Roadhouse, Inc.	1,781	$344,142
5	DRI	Darden Restaurants Inc	1,015	$209,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,859,950	32,777	-5.1%	Shares	Sole	2026-08-03
2026-03-31	$10,736,240	34,545	+5.1%	Shares	Sole	2026-05-06
2025-12-31	$10,049,725	32,882	+0.8%	Shares	Sole	2026-01-21
2025-09-30	$9,915,322	32,628	+3.4%	Shares	Sole	2025-10-31
2025-06-30	$9,220,300	31,558	+6.6%	Shares	Sole	2025-08-06
2025-03-31	$9,250,212	29,613	+2.9%	Shares	Sole	2025-05-08
2024-12-31	$8,338,685	28,765	+9.5%	Shares	Sole	2025-02-06
2024-09-30	$7,998,868	26,268	+27.8%	Shares	Sole	2024-10-24
2024-06-30	$5,237,216	20,551	+5.5%	Shares	Sole	2024-07-29
2024-03-31	$5,493,795	19,485	+4.5%	Shares	Sole	2024-05-14
2023-12-31	$5,526,946	18,640	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$4,946,612	18,777	-0.7%	Shares	Sole	2023-11-30
2023-06-30	$5,640,247	18,901	+40.3%	Shares	Sole	2023-08-07
2023-03-31	$3,766,626	13,471	+6.8%	Shares	Sole	2023-05-05
2022-12-31	$3,324,694	12,616	+1.5%	Shares	Sole	2023-02-07
2022-09-30	$2,869,021	12,434	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$3,066,743	12,422	-2.3%	Shares	Sole	2022-07-27
2022-03-31	$3,144,659	12,717	-7.2%	Shares	Sole	2022-05-03
2021-12-31	$3,674,435	13,707	-34.5%	Shares	Sole	2022-02-04
2021-09-30	$5,043,538	20,918	-1.0%	Shares	Sole	2021-11-04
2021-06-30	$4,878,508	21,120	+0.2%	Shares	Sole	2021-08-02
2021-03-31	$4,722,405	21,069	-7.5%	Shares	Sole	2021-04-29
2020-12-31	$4,885,557	22,768	+882.2%	Shares	Sole	2021-02-11
2020-09-30	$508,777	2,318	-1.2%	Shares	Sole	2020-11-12
2020-06-30	$432,951	2,347	+12.7%	Shares	Sole	2020-08-12
2020-03-31	$344,258	2,082	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.