Position in MCD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$875,534
-$152,559 QoQ
Shares Held
3,239
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,883
of 3,443 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 8%
Shared 4%
None 88%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $2,061,775 across 5 Restaurants names. MCD ranks #1 (42.5% of the industry book) .
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,534 | 3,239 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,028,093 | 3,308 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,042,503 | 3,411 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,008,914 | 3,320 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $906,311 | 3,102 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $987,712 | 3,162 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,392,051 | 4,802 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,609,335 | 5,285 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,409,009 | 5,529 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,479,673 | 5,248 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,266,097 | 4,270 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $223,926 | 859 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $266,479 | 893 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $275,974 | 987 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $259,576 | 985 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $232,354 | 1,007 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $333,040 | 1,349 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $380,068 | 1,537 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $553,028 | 2,063 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $494,516 | 2,051 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $480,228 | 2,079 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $397,176 | 1,772 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $391,607 | 1,825 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $419,883 | 1,913 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $293,307 | 1,590 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||