Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,061,948
-$290,355 QoQ
Shares Held
15,027
+7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#899
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $13,710,584 across 14 Restaurants names. MCD ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
37,736 | $7,773,993 | |
| 2 | MCD |
Mcdonalds Corp
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|
15,027 | $4,061,948 | |
| 3 | SBUX |
Starbucks Corp
|
4,002 | $408,964 | |
| 4 | YUM |
Yum Brands Inc
|
2,013 | $321,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
3,340 | $262,123 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
6,262 | $255,927 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
6,435 | $218,790 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
2,500 | $181,275 |
All Filings in MCD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,061,948 | 15,027 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,352,303 | 14,004 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,902,895 | 12,770 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,970,322 | 13,065 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,934,751 | 16,890 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,555,916 | 14,585 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,644,497 | 12,572 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,409,609 | 14,481 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,862,617 | 11,233 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,164,683 | 14,771 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,326,970 | 14,593 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,805,917 | 14,447 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,124,026 | 13,820 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,060,890 | 10,947 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,804,222 | 10,641 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,047,817 | 8,875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,843,538 | 19,619 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,787,588 | 19,361 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,447,718 | 20,322 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,301,044 | 21,986 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,201,432 | 22,518 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $6,062,314 | 27,047 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $5,729,500 | 26,701 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $5,190,499 | 23,648 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $4,555,486 | 24,695 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $4,067,279 | 24,598 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||