Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$486,287
-$94,890 QoQ
Shares Held
1,799
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,379
of 3,470 holders
Holding Since
Jun 2021
20 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, 2026Strategic Wealth Partners, Ltd. holds $11,916,111 across 9 Restaurants names. MCD ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
50,307 | $10,363,745 | |
| 2 | SBUX |
Starbucks Corp
|
6,553 | $669,651 | |
| 3 | MCD |
Mcdonalds Corp
This page
|
1,799 | $486,287 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
3,307 | $239,790 | |
| 5 | YUM |
Yum Brands Inc
|
402 | $64,263 | |
| 6 | CAVA |
Cava Group, Inc.
|
780 | $61,214 | |
| 7 | BROS |
Dutch Bros Inc.
|
400 | $28,724 | |
| 8 | RRGB |
Red Robin Gourmet Burgers Inc
|
300 | $2,397 |
All Filings in MCD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,287 | 1,799 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $581,177 | 1,870 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $541,576 | 1,772 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $745,746 | 2,454 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $583,463 | 1,997 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $554,849 | 1,914 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $585,268 | 1,922 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $487,508 | 1,913 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $564,745 | 2,003 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $563,665 | 1,901 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $562,180 | 2,134 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $688,431 | 2,307 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $675,258 | 2,415 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $666,467 | 2,529 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $733,753 | 3,180 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $2,438,927 | 9,879 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $422,848 | 1,710 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $516,838 | 1,928 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $424,594 | 1,761 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $694,124 | 3,005 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||