Golden State Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1776033 SANTA ANA, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$676,045

-$112,740 QoQ

Shares Held

2,501

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,094

of 3,448 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $2,152,891 across 10 Restaurants names. MCD ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXRH	Texas Roadhouse, Inc.	4,090	$790,310
2	MCD	Mcdonalds Corp This page	2,501	$676,045
3	SBUX	Starbucks Corp	3,386	$346,015
4	DRI	Darden Restaurants Inc	1,215	$250,302
5	CAKE	Cheesecake Factory Inc	614	$48,837
6	CMG	Chipotle Mexican Grill Inc	884	$30,056
7	QSR	Restaurant Brands International Inc.	115	$8,338
8	DPZ	Dominos Pizza Inc	4	$1,184

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$676,045	2,501	-1.5%	Shares	Sole	2026-07-22
2026-03-31	$788,785	2,538	-10.1%	Shares	Sole	2026-04-28
2025-12-31	$862,793	2,823	+1.8%	Shares	Sole	2026-02-13
2025-09-30	$842,990	2,774	+0.3%	Shares	Sole	2025-11-03
2025-06-30	$807,850	2,765	+0.5%	Shares	Sole	2025-08-06
2025-03-31	$859,329	2,751	+11.7%	Shares	Sole	2025-04-24
2024-12-31	$713,709	2,462	-5.2%	Shares	Sole	2025-01-28
2022-03-31	$642,433	2,598	-17.6%	Shares	Sole	2022-05-19
2021-12-31	$845,492	3,154	+17.8%	Shares	Sole	2022-02-14
2021-09-30	$645,451	2,677	-5.6%	Shares	Sole	2021-11-15
2021-06-30	$654,856	2,835	+6.9%	Shares	Sole	2021-08-12
2021-03-31	$594,419	2,652	-19.0%	Shares	Sole	2021-05-14
2020-12-31	$702,320	3,273	+17.9%	Shares	Sole	2021-01-28
2020-09-30	$609,523	2,777	-21.2%	Shares	Sole	2020-11-12
2020-06-30	$649,703	3,522	+55.5%	Shares	Sole	2020-08-13
2020-03-31	$374,517	2,265	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.