Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,265,857
-$529,567 QoQ
Shares Held
4,683
-18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#454
of 1,158 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,160,874 across 34 Restaurants names. MCD ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
4,683 | $1,265,857 | |
| 2 | SBUX |
Starbucks Corp
|
5,255 | $537,002 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
2,279 | $440,367 | |
| 4 | EAT |
Brinker International, Inc
|
1,982 | $332,976 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,766 | $332,044 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,369 | $282,023 | |
| 7 | YUM |
Yum Brands Inc
|
1,507 | $240,903 | |
| 8 | DPZ |
Dominos Pizza Inc
|
431 | $127,589 |
All Filings in MCD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265,857 | 4,683 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,795,424 | 5,777 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,378,997 | 4,512 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,347,142 | 4,433 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,325,572 | 4,537 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,874,530 | 6,001 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,557,115 | 8,821 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,592,290 | 8,513 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,073,886 | 8,138 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,114,340 | 7,499 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,868,307 | 6,301 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,656,245 | 6,287 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,919,372 | 6,432 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $987,301 | 3,531 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $864,376 | 3,280 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $756,363 | 3,278 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $808,529 | 3,275 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $829,623 | 3,355 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $733,704 | 2,737 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||