Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,482,450
-$513,554 QoQ
Shares Held
27,681
+7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#648
of 3,448 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $27,912,240 across 5 Restaurants names. MCD ranks #2 (26.8% of the industry book) .
All Filings in MCD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,482,450 | 27,681 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $7,996,004 | 25,728 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,986,416 | 26,131 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $7,840,665 | 25,801 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $7,569,540 | 25,908 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,237,196 | 26,370 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $8,584,222 | 29,612 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $8,599,057 | 28,239 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $7,498,666 | 29,425 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $8,220,816 | 29,157 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $9,141,106 | 30,829 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||