Position in MCD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,938,933
-$325,793 QoQ
Shares Held
7,173
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,312
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $2,367,187 across 17 Restaurants names. MCD ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
7,173 | $1,938,933 | |
| 2 | SBUX |
Starbucks Corp
|
2,241 | $229,007 | |
| 3 | YUM |
Yum Brands Inc
|
677 | $108,225 | |
| 4 | DRI |
Darden Restaurants Inc
|
111 | $22,867 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
447 | $18,268 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
454 | $15,436 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
62 | $11,980 | |
| 8 | DPZ |
Dominos Pizza Inc
|
26 | $7,697 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,938,933 | 7,173 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,264,726 | 7,287 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,289,168 | 7,490 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,343,903 | 7,713 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,123,199 | 7,267 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,271,554 | 7,272 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,121,994 | 7,320 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,242,411 | 7,364 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,146,015 | 4,497 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,282,590 | 4,549 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,372,544 | 4,629 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,197,861 | 4,547 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,361,048 | 4,561 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,282,571 | 4,587 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,210,393 | 4,593 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,187,849 | 5,148 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,336,361 | 5,413 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,268,299 | 5,129 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,873,273 | 6,988 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,614,713 | 6,697 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,233,673 | 9,670 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,199,709 | 9,814 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,123,483 | 9,896 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,074,399 | 9,451 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,731,988 | 9,389 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,880,029 | 11,370 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||