Position in MCD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$188,676
-$14,269 QoQ
Shares Held
698
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,180
of 3,448 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $342,970 across 3 Restaurants names. MCD ranks #1 (55.0% of the industry book) .
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,676 | 698 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $202,945 | 653 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $166,568 | 545 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $243,112 | 800 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $239,579 | 820 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $259,267 | 830 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $239,159 | 825 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $221,378 | 727 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $183,229 | 719 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $169,451 | 601 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $167,528 | 565 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $148,843 | 565 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $168,601 | 565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $157,979 | 565 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $167,078 | 634 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $146,289 | 634 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $156,521 | 634 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $139,713 | 565 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $151,459 | 565 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $136,227 | 565 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $138,594 | 600 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $145,915 | 651 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $118,233 | 551 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $120,938 | 551 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $101,642 | 551 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $91,107 | 551 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||