Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,799,870
-$523,096 QoQ
Shares Held
10,358
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,101
of 3,443 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $20,681,842 across 6 Restaurants names. MCD ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
45,695 | $9,413,626 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
155,120 | $5,274,080 | |
| 3 | MCD |
Mcdonalds Corp
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|
10,358 | $2,799,870 | |
| 4 | YUM |
Yum Brands Inc
|
12,698 | $2,029,902 | |
| 5 | SBUX |
Starbucks Corp
|
8,135 | $831,315 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
8,149 | $333,049 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,799,870 | 10,358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,322,966 | 10,692 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,242,734 | 10,610 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,221,841 | 10,602 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,942,736 | 10,072 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,471,680 | 11,114 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,347,069 | 11,546 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,471,414 | 11,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,247,426 | 12,743 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,896,830 | 13,821 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,907,112 | 13,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,465,026 | 13,153 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,939,608 | 13,202 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,686,378 | 13,184 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,390,049 | 12,864 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,029,385 | 13,129 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,187,714 | 12,912 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,498,269 | 10,103 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,539,695 | 9,474 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,277,525 | 9,446 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,120,257 | 9,179 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,021,294 | 9,018 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,945,811 | 9,068 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,981,555 | 9,028 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,485,536 | 8,053 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,218,298 | 7,368 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||