Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$519,517,709
-$145,946,771 QoQ
Shares Held
1,921,933
-10.2% QoQ
Ownership
0.272%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#40
of 3,447 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capital Wealth Planning, LLC holds $519,517,709 across 1 Restaurants name. MCD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,921,933 | $519,517,709 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,517,709 | 1,921,933 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $665,464,480 | 2,141,203 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $573,298,919 | 1,875,794 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $535,540,787 | 1,762,285 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $470,415,320 | 1,610,074 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $377,804,954 | 1,209,479 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $224,097,724 | 773,044 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $222,038,033 | 729,165 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $289,585,904 | 1,136,344 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $433,651,222 | 1,538,043 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $451,065,540 | 1,521,249 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $400,514,153 | 1,520,324 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $435,666,961 | 1,459,961 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $421,439,655 | 1,507,241 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $372,758,441 | 1,414,482 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $289,096,914 | 1,252,912 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $294,139,744 | 1,191,428 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $265,031,488 | 1,071,787 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $253,603,869 | 946,036 | Shares | Other | 2022-02-04 | |
| 2021-09-30 | $206,273,221 | 855,515 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $183,495,452 | 794,387 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $157,959,974 | 704,738 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $125,950,305 | 586,962 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $108,552,949 | 494,569 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $85,853,444 | 465,406 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $69,611,688 | 420,996 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||