Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,211,406
-$418,498 QoQ
Shares Held
8,181
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,224
of 3,443 holders
Holding Since
Dec 2020
18 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, 202644 WEALTH MANAGEMENT LLC holds $6,082,875 across 6 Restaurants names. MCD ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
8,181 | $2,211,406 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
19,107 | $1,385,448 | |
| 3 | EAT |
Brinker International, Inc
|
8,215 | $1,380,120 | |
| 4 | SBUX |
Starbucks Corp
|
4,314 | $440,847 | |
| 5 | YUM |
Yum Brands Inc
|
2,387 | $381,585 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,376 | $283,469 |
All Filings in MCD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,406 | 8,181 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,629,904 | 8,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,623,833 | 8,585 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,756,586 | 9,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,696,729 | 9,230 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,019,056 | 9,665 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,820,339 | 9,729 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,047,536 | 10,008 | Shares | Sole | 2024-10-25 | |
| 2023-03-31 | $2,303,147 | 8,237 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,056,061 | 7,802 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,550,572 | 6,720 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,517,324 | 6,146 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,409,743 | 5,701 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,205,778 | 4,498 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,013,385 | 4,203 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $949,830 | 4,112 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $604,505 | 2,697 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $687,728 | 3,205 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||