Carolina Wealth Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1786411 MYRTLE BEACH, SC

Position in MCD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,012,728

-$331,560 QoQ

Shares Held

7,446

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#1,283

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $4,239,959 across 3 Restaurants names. MCD ranks #2 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	10,721	$2,208,633
2	MCD	Mcdonalds Corp This page	7,446	$2,012,728
3	SBUX	Starbucks Corp	182	$18,598

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,012,728	7,446	-1.3%	Shares	Sole	2026-07-09
2026-03-31	$2,344,288	7,543	+3267.4%	Shares	Sole	2026-04-07
2025-12-31	$68,461	224	+446.3%	Shares	Sole	2026-01-21
2025-09-30	$12,459	41	0.0%	Shares	Sole	2025-10-07
2025-06-30	$11,978	41	0.0%	Shares	Sole	2025-07-22
2025-03-31	$12,807	41	0.0%	Shares	Sole	2025-04-24
2024-12-31	$11,885	41	0.0%	Shares	Sole	2025-01-14
2024-09-30	$12,484	41	0.0%	Shares	Sole	2024-10-21
2024-06-30	$10,448	41	0.0%	Shares	Sole	2024-07-12
2024-03-31	$11,559	41	0.0%	Shares	Sole	2024-04-05
2023-12-31	$12,156	41	0.0%	Shares	Sole	2024-01-23
2023-09-30	$10,801	41	0.0%	Shares	Sole	2023-10-17
2023-06-30	$12,234	41	+272.7%	Shares	Sole	2023-07-17
2023-03-31	$3,075	11	0.0%	Shares	Sole	2023-04-14
2022-12-31	$2,898	11	0.0%	Shares	Sole	2023-01-10
2022-09-30	$2,538	11	0.0%	Shares	Sole	2022-10-14
2022-06-30	$2,715	11	0.0%	Shares	Sole	2022-07-19
2022-03-31	$2,720	11	0.0%	Shares	Sole	2022-04-18
2021-12-31	$2,948	11	0.0%	Shares	Sole	2022-01-24
2021-09-30	$2,652	11	-31.2%	Shares	Sole	2021-10-22
2021-06-30	$3,695	16	-46.7%	Shares	Sole	2021-07-22
2021-03-31	$6,724	30	+87.5%	Shares	Sole	2021-04-09
2020-12-31	$3,433	16	-30.4%	Shares	Sole	2021-01-29
2020-09-30	$5,048	23	+109.1%	Shares	Sole	2020-10-19
2020-06-30	$2,029	11	0.0%	Shares	Sole	2020-07-31
2020-03-31	$1,818	11	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.