Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,013,733
+$2,326,710 QoQ
Shares Held
25,947
+72.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#665
of 3,448 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, 2026MISSION WEALTH MANAGEMENT, LP holds $12,748,826 across 7 Restaurants names. MCD ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
25,947 | $7,013,733 | |
| 2 | SBUX |
Starbucks Corp
|
34,723 | $3,548,343 | |
| 3 | DPZ |
Dominos Pizza Inc
|
1,808 | $535,240 | |
| 4 | YUM |
Yum Brands Inc
|
3,328 | $532,014 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
2,431 | $469,742 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
10,252 | $348,568 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,462 | $301,186 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,013,733 | 25,947 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,687,023 | 15,081 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,117,774 | 16,745 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,127,232 | 16,872 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,006,332 | 17,135 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,240,319 | 16,776 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,835,075 | 16,679 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,175,451 | 16,996 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,480,087 | 17,580 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,134,308 | 18,210 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,327,988 | 17,969 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,517,469 | 17,148 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,159,210 | 17,289 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,699,684 | 16,808 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $4,551,690 | 17,272 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,851,050 | 16,690 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $4,091,295 | 16,572 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,987,637 | 16,126 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,443,796 | 16,577 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,059,810 | 16,838 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,960,323 | 17,145 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,798,724 | 16,948 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,461,389 | 16,131 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,453,675 | 15,735 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,951,335 | 15,999 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,187,084 | 13,227 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||