TRUE Private Wealth Advisors

Position in MCD — Mcdonalds Corp

CIK 1667074 Salem, OR

Position in MCD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$500,343

-$84,874 QoQ

Shares Held

1,851

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,332

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $5,416,666 across 3 Restaurants names. MCD ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BROS	Dutch Bros Inc.	59,926	$4,303,286
2	SBUX	Starbucks Corp	5,999	$613,037
3	MCD	Mcdonalds Corp This page	1,851	$500,343

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$500,343	1,851	-1.7%	Shares	Sole	2026-07-23
2026-03-31	$585,217	1,883	0.0%	Shares	Sole	2026-05-15
2025-12-31	$575,501	1,883	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$576,783	1,898	+16.2%	Shares	Sole	2025-11-14
2025-06-30	$477,113	1,633	+5.1%	Shares	Sole	2025-08-11
2025-03-31	$485,422	1,554	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$443,821	1,531	+0.6%	Shares	Sole	2025-02-13
2024-09-30	$463,464	1,522	-44.2%	Shares	Sole	2024-11-14
2024-06-30	$694,693	2,726	+1.5%	Shares	Sole	2024-07-16
2024-03-31	$757,599	2,687	-10.3%	Shares	Sole	2024-04-25
2023-12-31	$887,750	2,994	+11.1%	Shares	Sole	2024-01-30
2023-09-30	$709,707	2,694	+3.6%	Shares	Sole	2023-11-13
2023-06-30	$776,164	2,601	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$726,426	2,598	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$683,596	2,594	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$597,847	2,591	+0.3%	Shares	Sole	2022-11-04
2022-06-30	$637,937	2,584	+0.1%	Shares	Sole	2022-07-28
2022-03-31	$638,229	2,581	-0.3%	Shares	Sole	2022-05-09
2021-12-31	$694,033	2,589	+34.7%	Shares	Sole	2022-02-11
2021-09-30	$463,413	1,922	-0.5%	Shares	Sole	2021-11-05
2021-06-30	$446,272	1,932	-3.1%	Shares	Sole	2021-08-10
2021-03-31	$446,711	1,993	-26.4%	Shares	Sole	2021-05-12
2020-12-31	$581,082	2,708	-5.2%	Shares	Sole	2021-01-11
2020-09-30	$627,302	2,858	-2.8%	Shares	Sole	2020-10-09
2020-06-30	$542,157	2,939	+0.9%	Shares	Sole	2020-07-07
2020-03-31	$481,829	2,914	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.