IAG Wealth Partners, LLC

Position in MCD — Mcdonalds Corp

CIK 1827261 Waukesha, WI

Position in MCD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$230,033

+$42,938 QoQ

Shares Held

851

+41.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#3,032

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $261,482 across 6 Restaurants names. MCD ranks #1 (88.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	851	$230,033
2	YUM	Yum Brands Inc	178	$28,455
3	CBRL	Cracker Barrel Old Country Store, Inc	40	$2,132
4	QSR	Restaurant Brands International Inc.	6	$435
5	WEN	Wendy's Co	27	$223
6	SBUX	Starbucks Corp	2	$204

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,033	851	+41.4%	Shares	Sole	2026-08-06
2026-03-31	$187,095	602	+9.7%	Shares	Sole	2026-04-29
2025-12-31	$167,790	549	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$166,227	547	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$159,524	546	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$170,241	545	+38.0%	Shares	Sole	2025-04-16
2024-12-31	$114,506	395	0.0%	Shares	Sole	2025-02-10
2024-09-30	$120,281	395	-4.6%	Shares	Sole	2024-10-29
2024-06-30	$105,503	414	-49.9%	Shares	Sole	2024-07-16
2024-03-31	$233,172	827	+99.8%	Shares	Sole	2024-04-24
2023-12-31	$122,755	414	-22.8%	Shares	Sole	2024-02-02
2023-09-30	$141,203	536	+49.3%	Shares	Sole	2023-10-24
2023-06-30	$107,129	359	0.0%	Shares	Sole	2023-08-10
2023-03-31	$100,379	359	-4.3%	Shares	Sole	2023-04-25
2022-12-31	$98,823	375	+25.0%	Shares	Sole	2023-02-08
2022-09-30	$69,222	300	0.0%	Shares	Sole	2022-10-26
2022-06-30	$74,064	300	-6.0%	Shares	Sole	2022-08-03
2022-03-31	$78,882	319	+6.3%	Shares	Sole	2022-05-04
2021-12-31	$80,421	300	0.0%	Shares	Sole	2022-02-14
2021-09-30	$72,333	300	0.0%	Shares	Sole	2021-11-04
2021-06-30	$69,297	300	0.0%	Shares	Sole	2021-08-04
2021-03-31	$67,242	300	0.0%	Shares	Sole	2021-04-29
2020-12-31	$64,374	300	0.0%	Shares	Sole	2021-02-11
2020-09-30	$65,847	300	0.0%	Shares	Sole	2021-02-11
2020-06-30	$55,341	300	0.0%	Shares	Sole	2021-02-11
2020-03-31	$49,605	300	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.