Benchmark Financial Wealth Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1757706 BOCA RATON, FL

Position in MCD

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$212,733

-$52,681 QoQ

Shares Held

787

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#3,121

of 3,448 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Benchmark Financial Wealth Advisors, LLC holds $424,305 across 2 Restaurants names. MCD ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MCD	Mcdonalds Corp This page	787	$212,733
2	DRI	Darden Restaurants Inc	1,027	$211,572

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,733	787	-7.8%	Shares	Sole	2026-07-17
2026-03-31	$265,414	854	+10.1%	Shares	Sole	2026-04-27
2025-12-31	$237,168	776	+2.0%	Shares	Sole	2026-01-27
2025-09-30	$231,260	761	+1.5%	Shares	Sole	2025-10-22
2025-06-30	$219,127	750	+2.2%	Shares	Sole	2025-08-05
2025-03-31	$229,279	734	-21.2%	Shares	Sole	2025-04-25
2024-12-31	$270,177	932	-4.2%	Shares	Sole	2025-01-27
2024-09-30	$296,288	973	-1.0%	Shares	Sole	2024-10-30
2024-06-30	$250,507	983	-0.2%	Shares	Sole	2024-07-23
2024-03-31	$277,720	985	+24.4%	Shares	Sole	2024-04-22
2023-12-31	$234,835	792	+5.0%	Shares	Sole	2024-01-23
2023-06-30	$225,001	754	-4.7%	Shares	Sole	2023-07-25
2023-03-31	$221,171	791	-4.1%	Shares	Sole	2023-04-28
2022-12-31	$217,412	825	+7.4%	Shares	Sole	2023-01-23
2021-12-31	$205,877	768	-29.4%	Shares	Sole	2022-01-26
2021-06-30	$251,317	1,088	+10.0%	Shares	Sole	2021-07-26
2021-03-31	$221,674	989	-16.2%	Shares	Sole	2021-04-26
2020-12-31	$253,204	1,180	+6.8%	Shares	Sole	2021-01-20
2020-09-30	$242,536	1,105	-11.2%	Shares	Sole	2020-10-15
2020-06-30	$229,480	1,244	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.