Focus Partners Wealth

Position in MCD — Mcdonalds Corp

CIK 1542153 ST LOUIS, MO

Position in MCD

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

Position Value

$172,911,360

-$24,457,694 QoQ

Shares Held

639,678

+0.7% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#88

of 3,447 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Consumer Cyclical · as of Jun 30, 2026

Focus Partners Wealth holds $342,604,630 across 17 Restaurants names. MCD ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	639,678	$172,911,360
2	SBUX	Starbucks Corp	1,039,159	$106,191,658
3	DPZ	Dominos Pizza Inc	40,287	$11,926,563
4	YUM	Yum Brands Inc	71,832	$11,483,063
5	DRI	Darden Restaurants Inc	49,452	$10,187,606
6	CMG	Chipotle Mexican Grill Inc	276,482	$9,400,388
7	CAVA	Cava Group, Inc.	108,554	$8,519,317
8	TXRH	Texas Roadhouse, Inc.	40,294	$7,786,009

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,911,360	639,678	+0.7%	Shares	Sole	2026-08-12
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	+6.4%	Shares	Sole	2025-05-20
2024-12-31	$120,439,148	415,465	+5.7%	Shares	Sole	2025-05-20
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.