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Equibles

Wealthspire Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1646247 NEW YORK, NY
Back to MCD Full portfolio

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$6,784,510
+$542,604 QoQ
Shares Held
25,099
+25.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#683
of 3,470 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, 2026

Wealthspire Advisors, LLC holds $51,138,780 across 7 Restaurants names. MCD ranks #3 (13.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAVA
Cava Group, Inc.
 383,523 $30,098,885
2 SBUX
Starbucks Corp
 69,864 $7,139,402
3 MCD
Mcdonalds Corp
This page 		25,099 $6,784,510
4 CMG
Chipotle Mexican Grill Inc
 156,582 $5,323,788
5 YUM
Yum Brands Inc
 8,063 $1,288,951
6 SG
Sweetgreen, Inc.
 29,914 $263,542
7 YUMC
Yum China Holdings, Inc.
 5,865 $239,702

All Filings in MCD

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,784,510 25,099
2026-03-31 $6,241,906 20,084
2025-12-31 $6,800,573 22,251
2025-09-30 $6,500,207 21,390
2025-06-30 $9,846,712 33,702
2025-03-31 $10,355,064 33,150
2024-12-31 $5,093,657 17,571
2024-09-30 $5,318,267 17,465
2024-06-30 $3,903,639 15,318
2024-03-31 $4,257,163 15,099
2023-12-31 $4,582,265 15,454
2023-09-30 $3,476,354 13,196
2023-06-30 $3,341,595 11,198
2023-03-31 $3,303,032 11,813
2022-12-31 $3,539,998 13,433
2022-09-30 $2,681,198 11,620
2022-06-30 $2,803,322 11,355
2022-03-31 $2,644,412 10,694
2021-12-31 $3,474,187 12,960
2021-09-30 $2,874,754 11,923
2021-06-30 $1,255,199 5,434
2021-03-31 $4,428,558 19,758
2020-12-31 $2,598,134 12,108
2020-09-30 $1,154,956 5,262
2020-06-30 $868,300 4,707
2020-03-31 $2,403,692 14,537