Sargent Investment Group, LLC

Position in MCD — Mcdonalds Corp

CIK 1766157 BETHESDA, MD

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,599,964

-$214,117 QoQ

Shares Held

5,919

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,457

of 3,461 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sargent Investment Group, LLC holds $2,531,274 across 3 Restaurants names. MCD ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	5,919	$1,599,964
2	SBUX	Starbucks Corp	8,227	$840,717
3	WEN	Wendy's Co	10,928	$90,593

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,599,964	5,919	+1.4%	Shares	Sole	2026-08-11
2026-03-31	$1,814,081	5,837	+19.9%	Shares	Sole	2026-05-11
2025-12-31	$1,488,112	4,869	+430.4%	Shares	Sole	2026-02-13
2025-06-30	$268,212	918	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$293,627	940	-1.1%	Shares	Sole	2025-05-05
2024-12-31	$275,395	950	-13.2%	Shares	Sole	2025-01-27
2024-09-30	$333,133	1,094	-0.3%	Shares	Sole	2024-11-06
2024-06-30	$279,559	1,097	-1.8%	Shares	Sole	2024-08-09
2024-03-31	$314,938	1,117	+2.8%	Shares	Sole	2024-05-10
2023-12-31	$322,306	1,087	+1.2%	Shares	Sole	2024-02-05
2023-09-30	$282,934	1,074	-2.7%	Shares	Sole	2023-11-13
2023-06-30	$329,444	1,104	+3.1%	Shares	Sole	2023-07-31
2023-03-31	$299,462	1,071	+3.1%	Shares	Sole	2023-05-02
2022-12-31	$273,807	1,039	0.0%	Shares	Sole	2023-01-31
2022-09-30	$239,738	1,039	0.0%	Shares	Sole	2022-10-27
2022-06-30	$256,508	1,039	0.0%	Shares	Sole	2022-07-26
2022-03-31	$256,923	1,039	-0.4%	Shares	Sole	2022-05-06
2021-12-31	$279,597	1,043	+20.2%	Shares	Sole	2022-02-11
2021-09-30	$209,283	868	0.0%	Shares	Sole	2021-11-12
2021-06-30	$200,499	868	—	Shares	Sole	2021-08-05
No filing history on record for this holder in this stock.