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WEALTH ALLIANCE, LLC

Position in MCD — Mcdonalds Corp

CIK 1793904 MELLVILLE, NY

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,720,793
-$247,750 QoQ
Shares Held
6,366
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,397
of 3,447 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, 2026

WEALTH ALLIANCE, LLC holds $5,712,114 across 9 Restaurants names. MCD ranks #1 (30.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
This page
6,366 $1,720,793

All Filings in MCD

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,720,793 6,366
2026-03-31 $1,968,543 6,334
2025-12-31 $2,167,527 7,092
2025-09-30 $2,126,014 6,996
2025-06-30 $2,098,072 7,181
2025-03-31 $2,318,722 7,423
2024-12-31 $1,976,470 6,818
2024-09-30 $2,040,826 6,702
2024-06-30 $1,429,652 5,610
2024-03-31 $1,554,954 5,515
2023-12-31 $1,484,032 5,005
2023-09-30 $1,283,216 4,871
2023-06-30 $1,378,057 4,618
2023-03-31 $1,261,879 4,513
2022-12-31 $1,103,135 4,186
2022-09-30 $1,149,084 4,980
2022-06-30 $1,275,135 5,165
2022-03-31 $1,089,267 4,405
2021-12-31 $1,221,058 4,555
2021-09-30 $1,047,140 4,343
2021-06-30 $990,716 4,289
2021-03-31 $940,491 4,196
2020-12-31 $870,765 4,058
2020-09-30 $836,695 3,812
2020-06-30 $698,403 3,786
2020-03-31 $325,904 1,971