Position in MCD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$838,231
-$125,528 QoQ
Shares Held
3,101
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#1,919
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, 2026ACIMA PRIVATE WEALTH, LLC holds $1,250,251 across 2 Restaurants names. MCD ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,101 | $838,231 | |
| 2 | DRI |
Darden Restaurants Inc
|
2,000 | $412,020 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,231 | 3,101 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $963,759 | 3,101 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $947,758 | 3,101 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $942,362 | 3,101 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $914,199 | 3,129 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $977,405 | 3,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,254,933 | 4,329 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,318,223 | 4,329 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,103,202 | 4,329 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,220,561 | 4,329 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,283,591 | 4,329 | Shares | Sole | 2024-02-29 | |
| 2023-09-30 | $1,140,431 | 4,329 | Shares | Sole | 2024-02-29 | |
| 2023-06-30 | $1,291,816 | 4,329 | Shares | Sole | 2024-02-29 | |
| 2023-03-31 | $1,210,431 | 4,329 | Shares | Sole | 2024-02-29 | |
| 2022-12-31 | $1,140,821 | 4,329 | Shares | Sole | 2024-02-29 | |
| 2022-09-30 | $998,873 | 4,329 | Shares | Sole | 2024-02-29 | |
| 2022-06-30 | $1,068,743 | 4,329 | Shares | Sole | 2024-02-29 | |
| 2022-03-31 | $1,070,475 | 4,329 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,160,475 | 4,329 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $1,043,765 | 4,329 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $999,955 | 4,329 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $970,302 | 4,329 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $928,916 | 4,329 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $950,172 | 4,329 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $798,570 | 4,329 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $715,800 | 4,329 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||