LifeSteps Financial, Inc.

Position in MCD — Mcdonalds Corp

CIK 1801373 CLAREMONT, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$309,234

-$47,242 QoQ

Shares Held

1,144

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,754

of 3,448 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $498,415 across 6 Restaurants names. MCD ranks #1 (62.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	1,144	$309,234
2	SBUX	Starbucks Corp	946	$96,671
3	BROS	Dutch Bros Inc.	1,077	$77,339
4	DRI	Darden Restaurants Inc	34	$7,004
5	SHAK	Shake Shack Inc.	105	$5,882
6	BLMN	Bloomin' Brands, Inc.	250	$2,285

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,234	1,144	-0.3%	Shares	Sole	2026-07-17
2026-03-31	$356,476	1,147	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$352,697	1,154	+1.4%	Shares	Sole	2026-01-28
2025-09-30	$345,826	1,138	+4.6%	Shares	Sole	2025-10-16
2025-06-30	$317,880	1,088	+2.8%	Shares	Sole	2025-07-23
2025-03-31	$330,487	1,058	-4.3%	Shares	Sole	2025-04-23
2024-12-31	$320,328	1,105	-1.3%	Shares	Sole	2025-02-03
2024-09-30	$340,746	1,119	-20.9%	Shares	Sole	2024-10-16
2024-06-30	$360,598	1,415	0.0%	Shares	Sole	2024-07-17
2024-03-31	$398,959	1,415	0.0%	Shares	Sole	2024-04-26
2023-12-31	$419,561	1,415	+51.5%	Shares	Sole	2024-01-19
2021-09-30	$225,196	934	0.0%	Shares	Sole	2021-10-06
2021-06-30	$215,744	934	0.0%	Shares	Sole	2021-07-09
2021-03-31	$209,346	934	0.0%	Shares	Sole	2021-04-20
2020-12-31	$200,417	934	-17.6%	Shares	Sole	2021-01-25
2020-09-30	$248,901	1,134	-6.9%	Shares	Sole	2020-10-21
2020-06-30	$224,684	1,218	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.