Position in MCD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,094,361
-$1,159,299 QoQ
Shares Held
7,748
-26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,262
of 3,448 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Aaron Wealth Advisors LLC holds $6,097,524 across 10 Restaurants names. MCD ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
7,748 | $2,094,361 | |
| 2 | SBUX |
Starbucks Corp
|
14,822 | $1,514,660 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,001 | $618,236 | |
| 4 | YUM |
Yum Brands Inc
|
3,210 | $513,150 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
4,311 | $312,590 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
8,744 | $297,296 | |
| 7 | CAVA |
Cava Group, Inc.
|
3,370 | $264,477 | |
| 8 | WING |
Wingstop Inc.
|
1,267 | $219,710 |
All Filings in MCD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,094,361 | 7,748 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,253,660 | 10,469 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,522,080 | 11,524 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,969,916 | 9,773 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,650,760 | 5,650 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,814,244 | 5,808 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,614,977 | 5,571 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,489,967 | 4,893 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,193,925 | 4,685 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,384,938 | 4,912 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,222,214 | 4,122 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,082,211 | 4,108 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,230,046 | 4,122 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,127,667 | 4,033 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,127,117 | 4,277 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $808,512 | 3,504 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $797,669 | 3,231 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,509,000 | 620,425 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $765,607 | 2,856 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $677,277 | 2,809 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $617,898 | 2,675 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $632,298 | 2,821 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $613,484 | 2,859 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||