Avior Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1599868 OMAHA, NE

Position in MCD

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,694,056

-$729,418 QoQ

Shares Held

13,666

-4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#961

of 3,461 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Avior Wealth Management, LLC holds $6,409,745 across 5 Restaurants names. MCD ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	13,666	$3,694,056
2	SBUX	Starbucks Corp	13,303	$1,359,433
3	BROS	Dutch Bros Inc.	8,499	$610,313
4	YUM	Yum Brands Inc	3,348	$535,211
5	CMG	Chipotle Mexican Grill Inc	6,198	$210,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,694,056	13,666	-4.0%	Shares	Sole	2026-07-07
2026-03-31	$4,423,474	14,233	+2.4%	Shares	Sole	2026-04-09
2025-12-31	$4,249,173	13,903	-6.5%	Shares	Sole	2026-01-06
2025-09-30	$4,519,452	14,872	+4.6%	Shares	Sole	2025-11-14
2025-06-30	$4,153,780	14,217	+0.0%	Shares	Sole	2025-07-17
2025-03-31	$4,440,339	14,215	-2.0%	Shares	Sole	2025-04-21
2024-12-31	$4,206,303	14,510	-12.3%	Shares	Sole	2025-01-17
2024-09-30	$5,038,726	16,547	-1.0%	Shares	Sole	2024-11-08
2024-06-30	$4,258,886	16,712	-1.7%	Shares	Sole	2024-08-13
2024-03-31	$4,794,841	17,006	+21.0%	Shares	Sole	2024-04-30
2023-12-31	$4,166,262	14,051	-3.7%	Shares	Sole	2024-01-30
2023-09-30	$3,842,272	14,585	+0.0%	Shares	Sole	2023-10-17
2023-06-30	$4,351,116	14,581	+6.9%	Shares	Sole	2023-07-19
2023-03-31	$3,813,041	13,637	+2.2%	Shares	Sole	2023-05-10
2022-12-31	$3,516,280	13,343	+1.7%	Shares	Sole	2023-02-14
2022-09-30	$3,027,539	13,121	-0.8%	Shares	Sole	2022-10-26
2022-06-30	$3,264,741	13,224	-1.4%	Shares	Sole	2022-08-10
2022-03-31	$3,315,035	13,406	+4.2%	Shares	Sole	2022-05-13
2021-12-31	$3,448,720	12,865	+3.7%	Shares	Sole	2022-02-14
2021-09-30	$2,990,969	12,405	+3.4%	Shares	Sole	2021-11-02
2021-06-30	$2,770,263	11,993	-0.0%	Shares	Sole	2021-07-27
2021-03-31	$2,688,559	11,995	+0.1%	Shares	Sole	2021-05-11
2020-12-31	$2,571,526	11,984	-1.5%	Shares	Sole	2021-02-09
2020-09-30	$2,671,193	12,170	+13.7%	Shares	Sole	2020-10-20
2020-06-30	$1,973,829	10,700	+0.7%	Shares	Sole	2020-07-02
2020-03-31	$1,756,513	10,623	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.