Advisor OS, LLC

Position in MCD — Mcdonalds Corp

CIK 1767580 CHICAGO, IL

Position in MCD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,240,203

-$433,332 QoQ

Shares Held

11,987

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,021

of 3,443 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Advisor OS, LLC holds $3,952,054 across 3 Restaurants names. MCD ranks #1 (82.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	11,987	$3,240,203
2	DRI	Darden Restaurants Inc	2,007	$413,460
3	SBUX	Starbucks Corp	2,920	$298,391

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,240,203	11,987	+1.4%	Shares	Sole	2026-08-05
2026-03-31	$3,673,535	11,820	+7.5%	Shares	Sole	2026-05-08
2025-12-31	$3,360,705	10,996	+4.8%	Shares	Sole	2026-02-04
2025-09-30	$3,188,714	10,493	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$3,137,319	10,738	+7.5%	Shares	Sole	2025-08-14
2025-03-31	$3,119,012	9,985	+6.3%	Shares	Sole	2025-05-06
2024-12-31	$2,722,643	9,392	+3.6%	Shares	Sole	2025-02-05
2024-09-30	$2,759,465	9,062	+4.9%	Shares	Sole	2024-11-04
2024-06-30	$2,200,795	8,636	-2.0%	Shares	Sole	2024-08-05
2024-03-31	$2,484,257	8,811	+27.8%	Shares	Sole	2024-05-09
2023-12-31	$2,043,541	6,892	+2.4%	Shares	Sole	2024-02-08
2023-09-30	$1,773,211	6,731	-27.5%	Shares	Sole	2023-11-03
2023-06-30	$2,770,433	9,284	-15.1%	Shares	Sole	2023-08-08
2023-03-31	$3,059,208	10,941	-2.4%	Shares	Sole	2023-04-25
2022-12-31	$2,952,850	11,205	+32.7%	Shares	Sole	2023-02-01
2022-09-30	$1,947,902	8,442	-7.3%	Shares	Sole	2022-11-04
2022-06-30	$2,248,332	9,107	+34.7%	Shares	Sole	2022-08-02
2022-03-31	$1,672,104	6,762	+10.8%	Shares	Sole	2022-05-11
2021-12-31	$1,635,492	6,101	+5.5%	Shares	Sole	2022-02-04
2021-09-30	$1,394,336	5,783	+7.0%	Shares	Sole	2021-11-15
2021-06-30	$1,248,730	5,406	+22.2%	Shares	Sole	2021-08-10
2021-03-31	$991,368	4,423	+8.5%	Shares	Other	2021-05-13
2020-12-31	$874,413	4,075	+93.1%	Shares	Sole	2021-02-10
2020-09-30	$463,123	2,110	-40.5%	Shares	Sole	2020-11-12
2020-06-30	$653,761	3,544	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.