Marks Group Wealth Management, Inc

Position in MCD — Mcdonalds Corp

CIK 1802473 MINNETONKA, MN

Position in MCD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$335,994

+$53,798 QoQ

Shares Held

1,243

+36.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,671

of 3,448 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 71% Shared 2% None 27%

Consumer Cyclical · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $15,437,819 across 6 Restaurants names. MCD ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXRH	Texas Roadhouse, Inc.	30,822	$5,955,734
2	DRI	Darden Restaurants Inc	24,081	$4,960,926
3	SBUX	Starbucks Corp	15,602	$1,594,367
4	DPZ	Dominos Pizza Inc	4,397	$1,301,687
5	YUM	Yum Brands Inc	8,064	$1,289,111
6	MCD	Mcdonalds Corp This page	1,243	$335,994

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,994	1,243	+36.9%	Shares	Sole	2026-07-28
2026-03-31	$282,196	908	-24.8%	Shares	Other	2026-05-05
2025-12-31	$369,200	1,208	+0.8%	Shares	Sole	2026-02-11
2025-09-30	$364,363	1,199	0.0%	Shares	Sole	2025-11-10
2025-06-30	$350,311	1,199	0.0%	Shares	Sole	2025-07-22
2025-03-31	$374,531	1,199	0.0%	Shares	Sole	2025-05-01
2024-12-31	$347,577	1,199	0.0%	Shares	Sole	2025-01-29
2024-09-30	$365,106	1,199	-7.4%	Shares	Sole	2024-10-30
2024-06-30	$330,017	1,295	-3.6%	Shares	Sole	2024-08-14
2024-03-31	$378,658	1,343	-2.2%	Shares	Sole	2024-04-29
2023-12-31	$407,107	1,373	+10.0%	Shares	Sole	2024-02-01
2023-09-30	$328,772	1,248	-8.9%	Shares	Other	2023-10-30
2023-06-30	$408,821	1,370	-1.0%	Shares	Other	2023-07-19
2023-03-31	$386,980	1,384	+7.3%	Shares	Other	2023-05-03
2022-12-31	$339,952	1,290	0.0%	Shares	Other	2023-02-06
2022-09-30	$297,653	1,290	-66.1%	Shares	Other	2022-11-14
2022-06-30	$940,118	3,808	+18.7%	Shares	Other	2022-08-09
2022-03-31	$793,026	3,207	+26.8%	Shares	Other	2022-05-10
2021-12-31	$678,217	2,530	+29.3%	Shares	Sole	2022-03-03
2021-09-30	$471,611	1,956	+23.7%	Shares	Sole	2021-11-15
2021-06-30	$365,195	1,581	+8.8%	Shares	Sole	2021-08-10
2021-03-31	$325,675	1,453	+5.6%	Shares	Sole	2021-05-17
2020-12-31	$295,262	1,376	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.