Financial Gravity Asset Management, Inc.

Position in MCD — Mcdonalds Corp

CIK 1741736 Lakeway, TX

Position in MCD

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$26,106

+$23,068 QoQ

Shares Held

+740.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $4,709,776 across 6 Restaurants names. MCD ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	27,926	$2,501,890
2	CMG	Chipotle Mexican Grill Inc	66,623	$2,132,602
3	YUM	Yum Brands Inc	240	$37,315
4	MCD	Mcdonalds Corp This page	84	$26,106
5	YUMC	Yum China Holdings, Inc.	240	$11,707
6	ARCO	Arcos Dorados Holdings Inc.	19	$156

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,106	84	+740.0%	Shares	Sole	2026-05-08
2025-09-30	$3,038	10	-90.0%	Shares	Sole	2025-11-14
2025-03-31	$31,237	100	+38.9%	Shares	Sole	2025-04-30
2024-06-30	$18,348	72	+1.4%	Shares	Sole	2024-08-06
2024-03-31	$20,018	71	+1.4%	Shares	Sole	2024-06-26
2023-12-31	$20,755	70	-94.9%	Shares	Sole	2024-06-26
2023-09-30	$326,838	1,362	+250.1%	Shares	Sole	2023-11-16
2023-06-30	$36,924	389	+12.8%	Shares	Sole	2023-08-09
2023-03-31	$18,583	345	+30.7%	Shares	Sole	2023-05-12
2022-12-31	$7,800	264	-83.7%	Shares	Sole	2023-02-15
2022-09-30	$373,100	1,617	-6.5%	Shares	Sole	2022-11-03
2022-06-30	$426,853	1,729	-1.4%	Shares	Sole	2022-08-05
2022-03-31	$433,727	1,754	-40.5%	Shares	Sole	2022-05-13
2021-12-31	$667,578	2,948	+98166.7%	Shares	Sole	2022-02-11
2021-09-30	$723	3	0.0%	Shares	Sole	2021-11-12
2021-06-30	$692	3	-40.0%	Shares	Sole	2021-08-11
2021-03-31	$1,120	5	-16.7%	Shares	Sole	2021-05-17
2020-12-31	$1,287	6	-97.5%	Shares	Sole	2021-02-16
2020-03-31	$40,344	244	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.