Position in MCD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$10,969,332
+$932,749 QoQ
Shares Held
35,295
+7.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Arkadios Wealth Advisors holds $28,445,520 across 12 Restaurants names. MCD ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
35,295 | $10,969,332 | |
| 2 | DRI |
Darden Restaurants Inc
|
39,238 | $7,692,217 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
54,726 | $4,044,250 | |
| 4 | SBUX |
Starbucks Corp
|
28,055 | $2,513,447 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
71,413 | $748,407 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,040 | $649,495 | |
| 7 | YUM |
Yum Brands Inc
|
3,345 | $520,079 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
10,466 | $335,015 |
All Filings in MCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,969,332 | 35,295 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,036,583 | 32,839 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,254,259 | 27,162 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,884,401 | 23,563 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,939,923 | 22,217 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,485,637 | 12,024 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,217,158 | 13,849 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,878,162 | 11,294 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,131,900 | 11,108 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,458,196 | 11,663 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,036,146 | 11,525 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,405,483 | 8,061 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,266,798 | 8,107 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,053,689 | 7,793 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,684,429 | 11,634 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,491,266 | 10,091 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,065,282 | 8,352 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,897,131 | 7,077 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,679,572 | 6,966 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,709,095 | 7,399 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $727,558 | 3,246 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $669,275 | 3,119 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $546,091 | 2,488 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $441,436 | 2,393 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $382,619 | 2,314 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||