IBEX WEALTH ADVISORS

Position in MCD — Mcdonalds Corp

CIK 1686242 BEDMINSTER, NJ

Position in MCD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$722,538

-$112,243 QoQ

Shares Held

2,673

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,034

of 3,448 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Consumer Cyclical · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $7,036,754 across 3 Restaurants names. MCD ranks #2 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	56,608	$5,784,771
2	MCD	Mcdonalds Corp This page	2,673	$722,538
3	DRI	Darden Restaurants Inc	2,570	$529,445

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$722,538	2,673	-0.5%	Shares	Sole	2026-07-27
2026-03-31	$834,781	2,686	+1.1%	Shares	Sole	2026-04-30
2025-09-30	$807,739	2,658	-3.1%	Shares	Sole	2025-11-12
2025-06-30	$801,714	2,744	+4.4%	Shares	Sole	2025-08-07
2024-12-31	$761,830	2,628	-79.6%	Shares	Sole	2025-01-23
2024-09-30	$665,768	12,880	+3033.8%	Shares	Sole	2024-11-04
2024-06-30	$104,739	411	-90.9%	Shares	Sole	2024-08-06
2024-03-31	$1,270,748	4,507	0.0%	Shares	Sole	2024-04-18
2022-12-31	$1,187,729	4,507	+5.5%	Shares	Sole	2023-02-06
2022-09-30	$985,490	4,271	+984.0%	Shares	Sole	2022-10-31
2021-09-30	$94,997	394	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.