Position in MCD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,903,523
-$349,393 QoQ
Shares Held
7,042
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,326
of 3,448 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $2,957,022 across 3 Restaurants names. MCD ranks #1 (64.4% 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 | $1,903,523 | 7,042 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,252,916 | 7,249 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,247,908 | 7,355 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,253,952 | 7,417 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,205,299 | 7,548 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,389,318 | 7,649 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,365,502 | 8,160 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,516,775 | 8,265 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,118,739 | 8,314 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,444,788 | 8,671 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,609,881 | 8,802 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,327,492 | 8,835 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,659,131 | 8,911 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,563,744 | 9,169 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,476,127 | 9,396 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,264,482 | 9,814 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,446,333 | 9,909 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,450,297 | 9,909 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,064,844 | 11,433 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,800,492 | 11,615 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,714,825 | 11,753 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,273,676 | 10,144 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,167,043 | 10,099 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,188,315 | 9,970 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,857,797 | 10,071 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,656,310 | 10,017 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||