Physician Wealth Advisors, Inc.

Position in MCD — Mcdonalds Corp

CIK 1795173 MIDVALE, UT

Position in MCD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$510,074

-$142,274 QoQ

Shares Held

1,887

-10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#2,314

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

Physician Wealth Advisors, Inc. holds $791,175 across 20 Restaurants names. MCD ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	1,887	$510,074
2	YUM	Yum Brands Inc	605	$96,715
3	SBUX	Starbucks Corp	751	$76,744
4	CAKE	Cheesecake Factory Inc	477	$37,940
5	YUMC	Yum China Holdings, Inc.	734	$29,998
6	DRI	Darden Restaurants Inc	68	$14,008
7	CMG	Chipotle Mexican Grill Inc	175	$5,950
8	PZZA	Papa Johns International Inc	113	$4,155

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,074	1,887	-10.1%	Shares	Sole	2026-07-20
2026-03-31	$652,348	2,099	-0.1%	Shares	Sole	2026-04-24
2025-12-31	$642,434	2,102	+1.6%	Shares	Sole	2026-01-29
2025-09-30	$628,748	2,069	+7.6%	Shares	Sole	2025-11-04
2025-06-30	$561,842	1,923	+1.3%	Shares	Sole	2025-07-14
2025-03-31	$593,190	1,899	+0.3%	Shares	Sole	2025-04-28
2024-12-31	$548,761	1,893	+1.5%	Shares	Sole	2025-02-12
2024-09-30	$567,911	1,865	+5.5%	Shares	Sole	2024-10-16
2024-06-30	$450,302	1,767	+1.0%	Shares	Sole	2024-07-17
2024-03-31	$493,412	1,750	+8.8%	Shares	Sole	2024-04-17
2023-12-31	$477,084	1,609	-0.7%	Shares	Sole	2024-01-23
2023-09-30	$427,036	1,621	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$482,528	1,617	+0.3%	Shares	Sole	2023-07-05
2023-03-31	$450,731	1,612	+0.3%	Shares	Sole	2023-04-20
2022-12-31	$423,492	1,607	+0.3%	Shares	Sole	2023-01-25
2022-09-30	$369,645	1,602	-0.6%	Shares	Sole	2022-10-06
2022-06-30	$397,723	1,611	+1.6%	Shares	Sole	2022-08-02
2022-03-31	$391,938	1,585	+11.4%	Shares	Sole	2022-05-05
2021-12-31	$381,463	1,423	-6.7%	Shares	Sole	2022-01-11
2021-09-30	$367,692	1,525	+0.1%	Shares	Sole	2021-10-19
2021-06-30	$351,797	1,523	-0.7%	Shares	Sole	2021-07-23
2021-03-31	$343,606	1,533	+0.1%	Shares	Sole	2021-04-06
2020-12-31	$328,736	1,532	-4.6%	Shares	Sole	2021-02-19
2020-09-30	$352,500	1,606	+0.1%	Shares	Sole	2020-11-04
2020-06-30	$295,889	1,604	+0.8%	Shares	Sole	2020-08-11
2020-03-31	$263,237	1,592	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.