Position in MCD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,258,734
+$8,182,810 QoQ
Shares Held
45,879
+130.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $27,594,976 across 14 Restaurants names. MCD ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
45,879 | $14,258,734 | |
| 2 | SBUX |
Starbucks Corp
|
53,844 | $4,823,883 | |
| 3 | YUM |
Yum Brands Inc
|
10,146 | $1,577,500 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
9,480 | $1,565,527 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
33,539 | $1,073,583 | |
| 6 | DRI |
Darden Restaurants Inc
|
4,672 | $915,898 | |
| 7 | CAVA |
Cava Group, Inc.
|
9,092 | $735,542 | |
| 8 | DPZ |
Dominos Pizza Inc
|
1,962 | $703,945 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,258,734 | 45,879 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,075,924 | 19,880 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $13,942,777 | 45,881 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $13,568,082 | 46,439 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $14,394,321 | 46,081 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $13,461,621 | 46,437 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $12,087,828 | 39,696 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $10,177,545 | 39,937 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $11,579,686 | 41,070 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,688,720 | 39,421 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $10,518,895 | 39,929 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $12,060,836 | 40,417 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $10,416,590 | 37,254 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $4,797,036 | 18,203 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,976,342 | 17,233 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,325,831 | 17,522 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $4,312,810 | 17,441 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $5,401,074 | 20,148 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $4,847,034 | 20,103 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,768,832 | 16,316 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $3,432,479 | 15,314 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,387,574 | 15,787 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,382,121 | 15,409 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,635,153 | 14,285 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $1,703,270 | 10,301 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||