Robertson Stephens Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1767307 San Francisco, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,409,002

-$385,621 QoQ

Shares Held

8,912

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,183

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Consumer Cyclical · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $10,108,344 across 5 Restaurants names. MCD ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc	180,965	$6,152,810
2	MCD	Mcdonalds Corp This page	8,912	$2,409,002
3	SBUX	Starbucks Corp	10,854	$1,109,170
4	QSR	Restaurant Brands International Inc.	3,490	$253,059
5	WEN	Wendy's Co	22,232	$184,303

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,409,002	8,912	-0.9%	Shares	Sole	2026-07-29
2026-03-31	$2,794,623	8,992	-9.5%	Shares	Sole	2026-04-28
2025-12-31	$3,037,656	9,939	+3.4%	Shares	Sole	2026-02-02
2025-09-30	$2,921,598	9,614	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$2,793,145	9,560	-4.9%	Shares	Sole	2025-07-24
2025-03-31	$3,141,192	10,056	-3.9%	Shares	Sole	2025-04-17
2024-12-31	$3,033,408	10,464	+0.8%	Shares	Sole	2025-01-27
2024-09-30	$3,159,595	10,376	+2.6%	Shares	Sole	2024-11-12
2024-06-30	$2,577,706	10,115	-1.9%	Shares	Sole	2024-08-13
2024-03-31	$2,908,032	10,314	-31.0%	Shares	Sole	2024-05-15
2023-12-31	$4,429,562	14,939	-37.0%	Shares	Sole	2024-02-06
2023-09-30	$6,242,474	23,696	+48.2%	Shares	Sole	2023-11-13
2023-06-30	$4,770,083	15,985	-36.4%	Shares	Sole	2023-08-11
2023-03-31	$7,030,513	25,144	+259.9%	Shares	Sole	2023-05-11
2022-12-31	$1,841,284	6,987	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$1,607,796	6,968	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,719,766	6,966	+0.5%	Shares	Sole	2022-08-12
2022-03-31	$1,713,897	6,931	+24.5%	Shares	Sole	2022-05-16
2021-12-31	$1,491,809	5,565	+14.1%	Shares	Sole	2022-02-14
2021-09-30	$1,176,375	4,879	-1.6%	Shares	Sole	2021-11-10
2021-06-30	$1,144,786	4,956	-15.5%	Shares	Sole	2021-08-17
2021-03-31	$1,315,029	5,867	+134.2%	Shares	Sole	2021-05-07
2020-12-31	$537,522	2,505	0.0%	Shares	Sole	2021-02-10
2020-09-30	$549,822	2,505	+45.3%	Shares	Sole	2020-11-10
2020-06-30	$318,026	1,724	-36.7%	Shares	Sole	2020-08-12
2020-03-31	$450,413	2,724	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.