Connecticut Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1689829 FARMINGTON, CT

Position in MCD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,345,603

-$170,430 QoQ

Shares Held

4,978

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,564

of 3,448 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $2,205,405 across 3 Restaurants names. MCD ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	4,978	$1,345,603
2	SBUX	Starbucks Corp	5,104	$521,577
3	BROS	Dutch Bros Inc.	4,710	$338,225

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,345,603	4,978	+2.1%	Shares	Sole	2026-07-29
2026-03-31	$1,516,033	4,878	-8.0%	Shares	Sole	2026-05-01
2025-12-31	$1,621,061	5,304	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$1,633,104	5,374	-3.0%	Shares	Sole	2025-11-13
2025-06-30	$1,619,206	5,542	-2.6%	Shares	Sole	2025-08-14
2025-03-31	$1,776,760	5,688	+3.2%	Shares	Sole	2025-05-15
2024-12-31	$1,597,873	5,512	-3.0%	Shares	Sole	2025-02-18
2024-09-30	$1,730,225	5,682	+5.2%	Shares	Sole	2024-11-13
2024-06-30	$1,376,136	5,400	+21.7%	Shares	Sole	2024-08-13
2024-03-31	$1,250,730	4,436	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$1,309,388	4,416	+2.2%	Shares	Sole	2024-02-06
2023-09-30	$1,138,587	4,322	+57.1%	Shares	Sole	2023-10-19
2023-06-30	$820,925	2,751	+24.5%	Shares	Sole	2023-07-25
2023-03-31	$617,658	2,209	+34.0%	Shares	Sole	2023-04-18
2022-12-31	$434,297	1,648	+4.7%	Shares	Sole	2023-01-17
2022-09-30	$363,184	1,574	-14.7%	Shares	Sole	2022-11-02
2022-06-30	$455,740	1,846	+7.0%	Shares	Sole	2022-07-12
2022-03-31	$426,558	1,725	-2.5%	Shares	Sole	2022-04-18
2021-12-31	$474,215	1,769	+22.7%	Shares	Sole	2022-01-24
2021-09-30	$347,680	1,442	+3.3%	Shares	Sole	2021-11-02
2021-06-30	$322,462	1,396	-61.4%	Shares	Sole	2021-07-29
2021-03-31	$809,593	3,612	+1.1%	Shares	Sole	2021-05-12
2020-12-31	$766,265	3,571	+13.8%	Shares	Sole	2021-01-29
2020-09-30	$688,540	3,137	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.