Fortis Group Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1815183 WESTWOOD, NJ

Position in MCD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$158,942

-$22,248 QoQ

Shares Held

588

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#3,212

of 3,464 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $1,945,507 across 6 Restaurants names. MCD ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SG	Sweetgreen, Inc.	110,891	$976,949
2	CAVA	Cava Group, Inc.	9,501	$745,638
3	MCD	Mcdonalds Corp This page	588	$158,942
4	SBUX	Starbucks Corp	560	$57,226
5	CMG	Chipotle Mexican Grill Inc	150	$5,100
6	CBRL	Cracker Barrel Old Country Store, Inc	31	$1,652

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$158,942	588	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$181,190	583	0.0%	Shares	Sole	2026-05-08
2025-12-31	$178,182	583	0.0%	Shares	Sole	2026-02-06
2025-09-30	$177,167	583	0.0%	Shares	Sole	2025-11-07
2025-06-30	$170,335	583	-89.5%	Shares	Sole	2025-08-08
2025-03-31	$1,733,340	5,549	+851.8%	Shares	Sole	2025-05-02
2024-12-31	$169,005	583	0.0%	Shares	Sole	2025-01-31
2024-09-30	$177,529	583	0.0%	Shares	Sole	2024-10-21
2024-06-30	$148,571	583	0.0%	Shares	Sole	2024-07-30
2024-03-31	$164,376	583	-72.3%	Shares	Sole	2024-04-30
2023-12-31	$622,965	2,101	+38.4%	Shares	Sole	2024-03-04
2023-09-30	$399,901	1,518	+42.3%	Shares	Sole	2023-12-01
2023-06-30	$318,403	1,067	+14.1%	Shares	Sole	2023-07-18
2023-03-31	$261,435	935	-40.7%	Shares	Sole	2023-05-26
2020-09-30	$346,354	1,578	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.