Position in MCD
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$78,656,597
-$49,558,244 QoQ
Shares Held
253,086
-39.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.072236314928523.ToString("F0")%
Shared 0.ToString("F0")%
None 86.92776368507148.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $231,452,865 across 20 Restaurants names. MCD ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
253,086 | $78,656,597 | |
| 2 | YUM |
Yum Brands Inc
|
264,716 | $41,158,043 | |
| 3 | SBUX |
Starbucks Corp
|
439,705 | $39,393,170 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
294,561 | $21,768,057 | |
| 5 | DRI |
Darden Restaurants Inc
|
78,465 | $15,382,278 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
383,858 | $12,287,294 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
48,436 | $7,998,721 | |
| 8 | DPZ |
Dominos Pizza Inc
|
14,221 | $5,102,352 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,656,597 | 253,086 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $128,214,841 | 419,510 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $129,567,452 | 426,363 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $120,460,230 | 412,295 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $128,573,366 | 411,606 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $126,959,934 | 437,959 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $111,348,040 | 365,663 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $100,216,849 | 393,254 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $124,434,121 | 441,334 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $135,511,296 | 457,021 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $116,201,539 | 441,093 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,317,367 | 17,819 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $17,291,921 | 61,843 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $19,583,441 | 74,312 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,883,530 | 8,163 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,713,432 | 19,092 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,391,199 | 29,890 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,639,458 | 28,498 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,190,988 | 33,972 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,762,915 | 7,632 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,609,549 | 7,181 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,413,009 | 6,585 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,069,790 | 9,430 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,722,800 | 25,602 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $447,602 | 2,707 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||