Position in MCD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,740,891
+$506,077 QoQ
Shares Held
36,036
+21.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#561
of 3,448 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $19,592,238 across 10 Restaurants names. MCD ranks #1 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
36,036 | $9,740,891 | |
| 2 | SBUX |
Starbucks Corp
|
39,440 | $4,030,373 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
35,506 | $1,207,204 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,611 | $1,155,922 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
13,103 | $1,042,212 | |
| 6 | YUM |
Yum Brands Inc
|
6,080 | $971,948 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,876 | $555,729 | |
| 8 | BROS |
Dutch Bros Inc.
|
6,109 | $438,687 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,740,891 | 36,036 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,234,814 | 29,714 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,142,246 | 20,097 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,019,859 | 23,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,547,916 | 5,298 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,773,012 | 5,676 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,650,343 | 5,693 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,610,248 | 5,288 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $884,294 | 3,470 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $866,996 | 3,075 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $635,717 | 2,144 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $497,111 | 1,887 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $588,166 | 1,971 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $580,749 | 2,077 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $585,563 | 2,222 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $529,317 | 2,294 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $706,817 | 2,863 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $690,900 | 2,794 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $724,057 | 2,701 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $628,814 | 2,608 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $568,466 | 2,461 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $551,832 | 2,462 | Shares | Sole | 2021-05-04 | |
| 2020-06-30 | $494,010 | 2,678 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $445,122 | 2,692 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||