HOHIMER WEALTH MANAGEMENT, LLC

Position in MCD — Mcdonalds Corp

CIK 1802533 SEATTLE, WA

Position in MCD

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$5,771,059

+$49,972 QoQ

Shares Held

18,569

-0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Consumer Cyclical · as of Mar 31, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $10,638,335 across 4 Restaurants names. MCD ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	18,569	$5,771,059
2	SBUX	Starbucks Corp	49,589	$4,442,678
3	YUM	Yum Brands Inc	1,560	$242,548
4	VENU	Venu Holding Corp	55,000	$182,050

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,771,059	18,569	-0.8%	Shares	Sole	2026-05-01
2025-12-31	$5,721,087	18,719	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$5,722,856	18,832	+103.0%	Shares	Sole	2025-11-12
2025-06-30	$2,710,168	9,276	+0.1%	Shares	Sole	2025-08-19
2025-03-31	$2,895,045	9,268	0.0%	Shares	Sole	2025-05-02
2024-12-31	$2,686,700	9,268	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,821,589	9,266	+1.0%	Shares	Sole	2024-11-19
2024-06-30	$2,337,137	9,171	-0.2%	Shares	Sole	2024-08-02
2024-03-31	$2,590,556	9,188	-0.1%	Shares	Sole	2024-05-08
2023-12-31	$2,728,188	9,201	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$2,419,432	9,184	0.0%	Shares	Sole	2023-11-21
2023-06-30	$2,740,597	9,184	0.0%	Shares	Sole	2023-07-28
2023-03-31	$2,567,938	9,184	+492.5%	Shares	Sole	2023-05-03
2022-12-31	$408,471	1,550	-82.9%	Shares	Sole	2023-02-01
2022-09-30	$2,093,042	9,071	0.0%	Shares	Sole	2022-11-02
2022-06-30	$2,239,448	9,071	0.0%	Shares	Sole	2022-07-25
2022-03-31	$2,243,076	9,071	0.0%	Shares	Sole	2022-05-03
2021-12-31	$2,431,662	9,071	-0.7%	Shares	Sole	2022-01-25
2021-09-30	$2,203,504	9,139	0.0%	Shares	Sole	2021-10-18
2021-06-30	$2,111,017	9,139	+152.6%	Shares	Sole	2021-07-12
2021-03-31	$810,938	3,618	0.0%	Shares	Sole	2021-04-12
2020-12-31	$776,350	3,618	+25.7%	Shares	Sole	2021-01-12
2020-09-30	$631,911	2,879	0.0%	Shares	Sole	2020-11-13
2020-06-30	$531,089	2,879	+49.6%	Shares	Sole	2020-07-14
2020-03-31	$318,133	1,924	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.