Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,056
-$26,346 QoQ
Shares Held
52
-60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,398
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $60,248 across 10 Restaurants names. MCD ranks #1 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
52 | $14,056 | |
| 2 | SBUX |
Starbucks Corp
|
123 | $12,569 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
368 | $12,512 | |
| 4 | YUM |
Yum Brands Inc
|
57 | $9,112 | |
| 5 | DRI |
Darden Restaurants Inc
|
42 | $8,652 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
25 | $1,812 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
27 | $1,103 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1 | $193 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,056 | 52 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $40,402 | 130 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $32,702 | 107 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $32,516 | 107 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $56,973 | 195 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $37,484 | 120 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $34,786 | 120 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $34,105 | 112 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $24,719 | 97 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $27,349 | 97 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $28,761 | 97 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $57,429 | 218 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $60,577 | 203 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $52,846 | 189 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $49,807 | 189 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $43,609 | 189 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $46,660 | 189 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $46,735 | 189 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $60,851 | 227 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $57,384 | 238 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $54,975 | 238 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $27,569 | 123 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $23,389 | 109 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $21,949 | 100 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $12,912 | 70 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $10,582 | 64 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||