Venturi Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1666363 AUSTIN, TX

Position in MCD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,349,387

-$426,466 QoQ

Shares Held

4,992

-12.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,562

of 3,447 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 57% Shared 43% None 0%

Consumer Cyclical · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $3,964,572 across 4 Restaurants names. MCD ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	16,538	$1,690,017
2	MCD	Mcdonalds Corp This page	4,992	$1,349,387
3	DRI	Darden Restaurants Inc	2,381	$490,509
4	YUM	Yum Brands Inc	2,719	$434,659

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,349,387	4,992	-12.6%	Shares	Other	2026-07-20
2026-03-31	$1,775,853	5,714	+9.3%	Shares	Other	2026-04-21
2025-12-31	$1,598,444	5,230	+0.5%	Shares	Sole	2026-01-22
2025-09-30	$1,581,443	5,204	-11.9%	Shares	Sole	2025-10-23
2025-06-30	$1,725,263	5,905	+0.7%	Shares	Other	2025-07-23
2025-03-31	$1,831,737	5,864	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$1,701,073	5,868	+7.0%	Shares	Sole	2025-01-31
2024-09-30	$1,669,627	5,483	+18.5%	Shares	Sole	2024-11-04
2024-06-30	$1,179,399	4,628	-8.4%	Shares	Sole	2024-07-19
2024-03-31	$1,425,256	5,055	+2.8%	Shares	Sole	2024-04-23
2023-12-31	$1,457,939	4,917	-1.6%	Shares	Sole	2024-01-23
2023-09-30	$1,315,882	4,995	-1.7%	Shares	Sole	2023-11-02
2023-06-30	$1,516,817	5,083	+2.3%	Shares	Sole	2023-07-24
2023-03-31	$1,389,101	4,968	-9.7%	Shares	Sole	2023-05-02
2022-12-31	$1,450,205	5,503	+0.3%	Shares	Sole	2023-01-31
2022-09-30	$1,265,839	5,486	-7.9%	Shares	Sole	2022-11-14
2022-06-30	$1,470,911	5,958	+12.9%	Shares	Sole	2022-08-12
2022-03-31	$1,304,649	5,276	-0.2%	Shares	Sole	2022-05-13
2021-12-31	$1,416,481	5,284	-10.0%	Shares	Sole	2022-02-08
2021-06-30	$1,356,142	5,871	-3.0%	Shares	Sole	2021-08-02
2021-03-31	$1,356,495	6,052	-11.3%	Shares	Sole	2021-04-22
2020-12-31	$1,463,864	6,822	+5.8%	Shares	Sole	2021-01-28
2020-09-30	$1,414,832	6,446	+30.8%	Shares	Sole	2020-11-03
2020-06-30	$909,437	4,930	+37.1%	Shares	Sole	2020-08-05
2020-03-31	$594,763	3,597	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.