Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,988,547
+$46,299 QoQ
Shares Held
11,056
+16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#352
of 1,501 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Concord Wealth Partners holds $4,334,105 across 10 Restaurants names. MCD ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
11,056 | $2,988,547 | |
| 2 | DRI |
Darden Restaurants Inc
|
5,299 | $1,091,646 | |
| 3 | YUM |
Yum Brands Inc
|
1,000 | $159,860 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
1,000 | $40,870 | |
| 5 | SBUX |
Starbucks Corp
|
264 | $26,978 | |
| 6 | DPZ |
Dominos Pizza Inc
|
36 | $10,657 | |
| 7 | CAVA |
Cava Group, Inc.
|
105 | $8,240 | |
| 8 | WING |
Wingstop Inc.
|
20 | $3,468 |
All Filings in MCD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,988,547 | 11,056 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,942,248 | 9,467 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,226,820 | 7,286 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,134,827 | 7,025 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,135,762 | 7,310 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,241,567 | 7,176 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,471,312 | 8,525 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,571,891 | 8,446 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,135,814 | 8,381 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,192,161 | 7,775 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,855,263 | 6,257 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,299,812 | 4,934 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,379,251 | 4,622 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $885,804 | 3,168 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $647,229 | 2,456 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $799,744 | 3,466 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $908,024 | 3,678 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $945,104 | 3,822 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $951,916 | 3,551 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $409,404 | 1,698 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $726,925 | 3,147 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $656,057 | 2,927 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $384,741 | 1,793 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||