Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,628,077
-$262,458 QoQ
Shares Held
6,023
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,438
of 3,448 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,667,497 across 7 Restaurants names. MCD ranks #1 (97.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
6,023 | $1,628,077 | |
| 2 | SBUX |
Starbucks Corp
|
203 | $20,744 | |
| 3 | YUM |
Yum Brands Inc
|
40 | $6,394 | |
| 4 | WEN |
Wendy's Co
|
520 | $4,310 | |
| 5 | ARCO |
Arcos Dorados Holdings Inc.
|
383 | $3,086 | |
| 6 | SG |
Sweetgreen, Inc.
|
295 | $2,598 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
56 | $2,288 |
All Filings in MCD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,628,077 | 6,023 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,890,535 | 6,083 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,566,048 | 5,124 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,530,997 | 5,038 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,545,871 | 5,291 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,707,414 | 5,466 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,395,530 | 4,814 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,464,388 | 4,809 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,286,942 | 5,050 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,543,958 | 5,476 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,621,316 | 5,468 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,442,334 | 5,475 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,652,892 | 5,539 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,613,629 | 5,771 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,504,756 | 5,710 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,394,361 | 6,043 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,486,217 | 6,020 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,553,165 | 6,281 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,661,765 | 6,199 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,494,640 | 6,199 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,439,991 | 6,234 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,404,909 | 6,268 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,549,696 | 7,222 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||