Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,152,331
+$217,476 QoQ
Shares Held
4,263
+41.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,679
of 3,447 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, 2026Prestige Wealth Management Group LLC holds $1,547,288 across 8 Restaurants names. MCD ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
4,263 | $1,152,331 | |
| 2 | SBUX |
Starbucks Corp
|
2,597 | $265,386 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
447 | $86,373 | |
| 4 | YUM |
Yum Brands Inc
|
101 | $16,145 | |
| 5 | DRI |
Darden Restaurants Inc
|
52 | $10,712 | |
| 6 | BROS |
Dutch Bros Inc.
|
107 | $7,683 | |
| 7 | EAT |
Brinker International, Inc
|
26 | $4,368 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
105 | $4,290 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,331 | 4,263 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $934,855 | 3,008 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $925,753 | 3,029 | Shares | Other | 2026-02-11 | |
| 2025-06-30 | $842,033 | 2,882 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $901,811 | 2,887 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $832,274 | 2,871 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $840,446 | 2,760 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $707,435 | 2,776 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $923,949 | 3,277 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $991,529 | 3,344 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $862,502 | 3,274 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $923,876 | 3,096 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $917,959 | 3,283 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,418,054 | 5,381 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $697,988 | 3,025 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $833,466 | 3,376 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $763,353 | 3,087 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $818,149 | 3,052 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $730,321 | 3,029 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $527,349 | 2,283 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $651,574 | 2,907 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $631,079 | 2,941 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $633,448 | 2,886 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $463,388 | 2,512 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $312,676 | 1,891 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||