Sound Income Strategies, LLC

Position in MCD — Mcdonalds Corp

CIK 1730960 Ft Lauderdale, FL

Position in MCD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,560,499

-$176,817 QoQ

Shares Held

5,773

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,474

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Sound Income Strategies, LLC holds $9,321,281 across 4 Restaurants names. MCD ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEN	Wendy's Co	784,388	$6,502,576
2	MCD	Mcdonalds Corp This page	5,773	$1,560,499
3	SBUX	Starbucks Corp	9,190	$939,126
4	YUM	Yum Brands Inc	1,996	$319,080

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,560,499	5,773	+3.3%	Shares	Sole	2026-07-20
2026-03-31	$1,737,316	5,590	+0.6%	Shares	Sole	2026-04-27
2025-12-31	$1,697,774	5,555	+5.1%	Shares	Sole	2026-01-21
2025-09-30	$1,606,058	5,285	0.0%	Shares	Sole	2025-10-10
2025-06-30	$1,544,118	5,285	-5.1%	Shares	Sole	2025-07-17
2025-03-31	$1,740,213	5,571	+1.3%	Shares	Sole	2025-04-17
2024-12-31	$1,593,815	5,498	+37.3%	Shares	Sole	2025-01-21
2024-09-30	$1,219,562	4,005	+0.7%	Shares	Sole	2024-10-10
2024-06-30	$1,014,008	3,979	+54.4%	Shares	Sole	2024-07-12
2024-03-31	$726,585	2,577	+61.8%	Shares	Sole	2024-04-15
2023-12-31	$472,340	1,593	+37.0%	Shares	Sole	2024-01-10
2023-09-30	$306,380	1,163	-8.0%	Shares	Sole	2023-10-12
2023-06-30	$377,190	1,264	-23.6%	Shares	Sole	2023-07-10
2023-03-31	$462,754	1,655	+4.5%	Shares	Sole	2023-04-10
2022-12-31	$417,167	1,583	-2.8%	Shares	Sole	2023-01-11
2022-09-30	$375,644	1,628	+1.2%	Shares	Sole	2022-10-18
2022-06-30	$396,983	1,608	+0.2%	Shares	Sole	2022-07-11
2022-03-31	$396,637	1,604	+0.2%	Shares	Sole	2022-04-11
2021-12-31	$429,180	1,601	-4.7%	Shares	Sole	2022-01-13
2021-09-30	$405,064	1,680	-30.7%	Shares	Sole	2021-10-12
2021-06-30	$560,150	2,425	+1.8%	Shares	Sole	2021-07-13
2021-03-31	$533,677	2,381	+6.2%	Shares	Sole	2021-04-14
2020-12-31	$481,088	2,242	-2.2%	Shares	Sole	2021-01-11
2020-09-30	$503,071	2,292	-5.1%	Shares	Sole	2020-10-08
2020-06-30	$445,679	2,416	+16.4%	Shares	Sole	2020-07-13
2020-03-31	$343,101	2,075	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.