Position in MCD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$84,066
-$11,968 QoQ
Shares Held
311
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,275
of 3,448 holders
Holding Since
Mar 2026
2 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, 2026PETERSON WEALTH MANAGEMENT holds $98,428 across 2 Restaurants names. MCD ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
311 | $84,066 | |
| 2 | BROS |
Dutch Bros Inc.
|
200 | $14,362 |
All Filings in MCD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,066 | 311 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $96,034 | 309 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||