Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,973,803
-$233,427 QoQ
Shares Held
7,302
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,295
of 3,443 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Management, LLC holds $7,865,350 across 6 Restaurants names. MCD ranks #2 (25.1% of the industry book) .
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,973,803 | 7,302 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,207,230 | 7,102 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,340,208 | 7,657 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,198,036 | 7,233 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,236,269 | 7,654 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,251,875 | 7,209 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,134,170 | 7,362 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,277,430 | 7,479 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $2,598,169 | 9,215 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,526,858 | 8,522 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,191,330 | 15,910 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,243,446 | 7,518 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,349,842 | 8,404 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,313,793 | 8,780 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,137,575 | 9,264 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,491,266 | 10,091 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,145,648 | 8,677 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,662,570 | 6,202 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,472,458 | 6,107 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,299,549 | 5,626 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $921,439 | 4,111 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $867,976 | 4,045 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $763,825 | 3,480 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $355,104 | 1,925 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $327,227 | 1,979 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||