Focus Partners Wealth

Position in MCD — Mcdonalds Corp

CIK 1542153 ST LOUIS, MO

Position in MCD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$197,369,054

+$12,742,250 QoQ

Shares Held

635,056

+5.1% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 64.89425287356322.ToString("F0")% Shared 0.0346360153256705.ToString("F0")% None 35.07111111111111.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Focus Partners Wealth holds $346,059,032 across 14 Restaurants names. MCD ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	635,056	$197,369,054
2	SBUX	Starbucks Corp	862,150	$77,240,018
3	DPZ	Dominos Pizza Inc	39,621	$14,215,618
4	CMG	Chipotle Mexican Grill Inc	371,751	$11,899,749
5	YUM	Yum Brands Inc	71,483	$11,114,176
6	CAVA	Cava Group, Inc.	116,453	$9,421,047
7	DRI	Darden Restaurants Inc	42,612	$8,353,656
8	WEN	Wendy's Co	1,047,447	$7,279,756

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$197,369,054	635,056	+5.1%	Shares	Sole	2026-05-15
2025-12-31	$184,626,804	604,086	+26.6%	Shares	Sole	2026-02-13
2025-09-30	$145,016,611	477,201	+6.5%	Shares	Sole	2025-11-14
2025-06-30	$130,902,385	448,035	+1.4%	Shares	Sole	2025-08-14
2025-03-31	$138,062,229	441,983	+2.1%	Shares	Sole	2025-05-20
2024-12-31	$125,502,077	432,930	+10.2%	Shares	Sole	2025-05-29
2024-09-30	$119,650,809	392,929	-30.5%	Shares	Sole	2024-11-14
2024-06-30	$144,070,734	565,338	+335.3%	Shares	Sole	2024-08-15
2024-03-31	$36,614,872	129,863	+26.9%	Shares	Sole	2024-05-16
2023-12-31	$30,337,420	102,315	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.