Regal Investment Advisors LLC

Position in MCD — Mcdonalds Corp

CIK 1559789 KENTWOOD, MI

Position in MCD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,430,527

-$1,025,513 QoQ

Shares Held

20,090

-3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#773

of 3,461 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 8% Shared 28% None 64%

Consumer Cyclical · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,283,407 across 3 Restaurants names. MCD ranks #1 (86.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	20,090	$5,430,527
2	SBUX	Starbucks Corp	5,967	$609,767
3	ARCO	Arcos Dorados Holdings Inc.	30,163	$243,113

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,430,527	20,090	-3.3%	Shares	Sole	2026-08-14
2026-03-31	$6,456,040	20,773	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$6,353,436	20,788	+2.2%	Shares	Sole	2026-02-17
2025-09-30	$6,181,122	20,340	+1.1%	Shares	Sole	2025-11-13
2025-06-30	$5,879,921	20,125	-6.7%	Shares	Sole	2025-08-11
2025-03-31	$6,740,944	21,580	-28.8%	Shares	Sole	2025-05-12
2024-12-31	$8,786,565	30,310	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$9,275,983	30,462	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$7,690,816	30,179	+3.0%	Shares	Sole	2024-08-15
2024-03-31	$8,257,751	29,288	-4.6%	Shares	Sole	2024-05-15
2023-12-31	$9,102,857	30,700	+3.6%	Shares	Sole	2024-02-14
2023-09-30	$7,809,415	29,644	+6.5%	Shares	Sole	2023-11-13
2023-06-30	$8,304,153	27,828	-0.8%	Shares	Sole	2023-08-11
2023-03-31	$7,846,136	28,061	+4.0%	Shares	Sole	2023-05-11
2022-12-31	$7,110,566	26,982	+4.8%	Shares	Sole	2023-03-01
2022-09-30	$5,939,709	25,742	+9.1%	Shares	Sole	2022-11-15
2022-06-30	$5,825,380	23,596	+7.0%	Shares	Sole	2022-08-09
2022-03-31	$5,453,760	22,055	+1.4%	Shares	Sole	2022-05-09
2021-12-31	$5,830,254	21,749	+3.2%	Shares	Sole	2022-02-10
2021-09-30	$5,082,116	21,078	+13.0%	Shares	Sole	2021-11-05
2021-06-30	$4,310,504	18,661	-10.6%	Shares	Sole	2021-08-09
2020-12-31	$4,479,572	20,876	+2.9%	Shares	Sole	2021-02-12
2020-06-30	$3,742,896	20,290	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.