Sound View Wealth Advisors Group, LLC

Position in MCD — Mcdonalds Corp

CIK 1784777 SAVANNAH, GA

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,318,889

-$1,555,785 QoQ

Shares Held

19,677

-11.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#783

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Consumer Cyclical · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $6,076,559 across 3 Restaurants names. MCD ranks #1 (87.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	19,677	$5,318,889
2	DRI	Darden Restaurants Inc	2,309	$475,677
3	YUM	Yum Brands Inc	1,764	$281,993

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,318,889	19,677	-11.0%	Shares	Sole	2026-08-11
2026-03-31	$6,874,674	22,120	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$6,863,838	22,458	-0.4%	Shares	Sole	2026-01-08
2025-09-30	$6,854,238	22,555	-2.5%	Shares	Sole	2025-11-10
2025-06-30	$6,759,645	23,136	-0.2%	Shares	Sole	2025-08-07
2025-03-31	$7,241,361	23,182	-4.3%	Shares	Sole	2025-05-08
2024-12-31	$7,024,034	24,230	-15.3%	Shares	Sole	2025-02-07
2024-09-30	$8,706,245	28,591	+10.9%	Shares	Sole	2024-11-12
2024-06-30	$6,571,813	25,788	+1.0%	Shares	Sole	2024-08-05
2024-03-31	$7,198,747	25,532	-2.5%	Shares	Sole	2024-05-09
2023-12-31	$7,766,486	26,193	-0.7%	Shares	Sole	2024-02-08
2023-09-30	$6,945,595	26,365	+4.1%	Shares	Sole	2023-11-07
2023-06-30	$7,558,128	25,328	-2.0%	Shares	Sole	2023-08-08
2023-03-31	$7,229,036	25,854	-1.3%	Shares	Sole	2023-05-12
2022-12-31	$6,902,641	26,193	+20.9%	Shares	Sole	2024-02-13
2022-09-30	$4,998,289	21,662	-1.2%	Shares	Sole	2022-11-08
2022-06-30	$5,413,337	21,927	-1.4%	Shares	Sole	2022-08-05
2022-03-31	$5,500,496	22,244	-1.6%	Shares	Sole	2022-05-11
2021-12-31	$6,059,186	22,603	+0.4%	Shares	Sole	2022-01-20
2021-09-30	$5,430,761	22,524	-1.8%	Shares	Sole	2021-10-21
2021-06-30	$5,297,062	22,932	-2.4%	Shares	Sole	2021-07-21
2021-03-31	$5,267,290	23,500	-1.3%	Shares	Sole	2021-04-28
2020-12-31	$5,107,004	23,800	-1.9%	Shares	Sole	2021-02-02
2020-09-30	$5,324,607	24,259	-2.5%	Shares	Sole	2020-11-09
2020-06-30	$4,590,535	24,885	-2.6%	Shares	Sole	2020-08-07
2020-03-31	$4,223,369	25,542	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.