Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,934,338
-$429,219 QoQ
Shares Held
7,156
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,315
of 3,448 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026LAKE STREET PRIVATE WEALTH, LLC holds $3,091,244 across 3 Restaurants names. MCD ranks #1 (62.6% of the industry book) .
All Filings in MCD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,934,338 | 7,156 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,363,557 | 7,605 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,441,678 | 7,989 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,450,872 | 8,065 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,328,302 | 7,969 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,376,823 | 7,609 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,110,978 | 7,282 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,486,019 | 8,164 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,796,614 | 10,974 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,185,753 | 11,299 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,349,376 | 11,296 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,878,345 | 10,926 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $5,630,996 | 18,870 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,335,238 | 19,081 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $5,203,663 | 19,746 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,560,114 | 19,763 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,991,666 | 20,219 | Shares | Sole | 2022-07-12 | |
| 2021-12-31 | $5,312,075 | 19,816 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,067,043 | 16,868 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,841,825 | 16,632 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,758,603 | 16,769 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $3,394,441 | 15,819 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,254,597 | 14,828 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,679,795 | 14,527 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $2,506,044 | 15,156 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||