Position in MCD
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$6,746,317
+$1,026,146 QoQ
Shares Held
21,707
+16.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Western Wealth Management, LLC holds $10,593,306 across 16 Restaurants names. MCD ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
21,707 | $6,746,317 | |
| 2 | SBUX |
Starbucks Corp
|
23,675 | $2,121,042 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
22,629 | $724,353 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,170 | $425,406 | |
| 5 | YUM |
Yum Brands Inc
|
1,293 | $201,035 | |
| 6 | BROS |
Dutch Bros Inc.
|
3,049 | $154,462 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
2,266 | $110,535 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
285 | $47,064 |
All Filings in MCD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,746,317 | 21,707 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $5,720,171 | 18,716 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,676,057 | 18,678 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,324,798 | 18,225 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,648,274 | 18,082 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,246,139 | 18,097 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $6,090,200 | 20,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,306,031 | 16,897 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,443,890 | 19,308 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,619,329 | 15,579 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,082,793 | 15,498 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,783,213 | 16,029 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $4,502,559 | 16,103 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $4,108,959 | 15,592 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,524,404 | 28,276 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,929,316 | 24,017 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,695,353 | 27,076 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,763,970 | 14,041 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $3,342,194 | 14,469 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,956,406 | 13,190 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,701,347 | 12,589 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,461,360 | 11,214 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,022,529 | 10,964 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,526,511 | 9,232 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||