Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$497,100
-$29,378 QoQ
Shares Held
1,839
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#799
of 1,274 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $1,650,573 across 21 Restaurants names. MCD ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,839 | $497,100 | |
| 2 | SBUX |
Starbucks Corp
|
2,705 | $276,423 | |
| 3 | YUM |
Yum Brands Inc
|
1,636 | $261,530 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,347 | $215,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
1,506 | $118,190 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
1,882 | $76,917 | |
| 7 | DRI |
Darden Restaurants Inc
|
336 | $69,219 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
613 | $44,448 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,100 | 1,839 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $526,478 | 1,694 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $509,485 | 1,667 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $492,301 | 1,620 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $470,978 | 1,612 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $482,611 | 1,545 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $502,089 | 1,732 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,253,123 | 23,819 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,372,521 | 28,930 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,733,042 | 27,427 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,684,056 | 25,915 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,750,386 | 25,624 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,459,653 | 24,998 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,377,789 | 26,386 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,446,734 | 24,463 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,900,917 | 21,240 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,539,382 | 18,387 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,791,296 | 15,332 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,526,192 | 13,154 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,815,923 | 11,679 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,364,875 | 10,238 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,928,276 | 8,603 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $349,979 | 1,631 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $357,988 | 1,631 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $300,870 | 1,631 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $252,654 | 1,528 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||