JEPPSON WEALTH MANAGEMENT, LLC

Position in MCD — Mcdonalds Corp

CIK 1831263 MANHATTAN BEACH, CA

Position in MCD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,002,309

+$73,358 QoQ

Shares Held

3,708

+24.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,768

of 3,443 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $3,139,924 across 5 Restaurants names. MCD ranks #1 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	3,708	$1,002,309
2	CAKE	Cheesecake Factory Inc	9,121	$725,484
3	SBUX	Starbucks Corp	5,783	$590,964
4	DRI	Darden Restaurants Inc	2,740	$564,467
5	CMG	Chipotle Mexican Grill Inc	7,550	$256,700

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,002,309	3,708	+24.1%	Shares	Sole	2026-08-04
2026-03-31	$928,951	2,989	-3.2%	Shares	Sole	2026-04-14
2025-12-31	$944,091	3,089	-2.4%	Shares	Sole	2026-01-27
2025-09-30	$961,507	3,164	+2.4%	Shares	Sole	2025-10-15
2025-06-30	$902,513	3,089	-0.0%	Shares	Sole	2025-07-15
2025-03-31	$965,223	3,090	-6.6%	Shares	Sole	2025-04-24
2024-12-31	$958,956	3,308	+3.1%	Shares	Sole	2025-01-22
2024-09-30	$976,563	3,207	-4.0%	Shares	Sole	2024-11-05
2024-06-30	$850,910	3,339	+2.0%	Shares	Sole	2024-08-05
2024-03-31	$922,540	3,272	-8.4%	Shares	Sole	2024-04-17
2023-12-31	$1,059,133	3,572	-0.6%	Shares	Sole	2024-01-11
2023-09-30	$946,276	3,592	+0.4%	Shares	Sole	2023-10-25
2023-06-30	$1,068,009	3,579	-3.0%	Shares	Sole	2023-07-31
2023-03-31	$1,031,481	3,689	-3.3%	Shares	Sole	2023-04-28
2022-12-31	$1,005,630	3,816	-1.3%	Shares	Sole	2023-01-27
2022-09-30	$892,040	3,866	+3.4%	Shares	Sole	2022-10-20
2022-06-30	$923,084	3,739	+73.6%	Shares	Sole	2022-08-03
2022-03-31	$532,641	2,154	0.0%	Shares	Sole	2022-04-27
2021-12-31	$577,422	2,154	+0.0%	Shares	Sole	2022-01-19
2021-09-30	$519,109	2,153	0.0%	Shares	Sole	2021-11-17
2021-06-30	$497,321	2,153	+7.5%	Shares	Sole	2021-07-20
2021-03-31	$448,952	2,003	+8.6%	Shares	Sole	2021-05-19
2020-12-31	$395,685	1,844	-7.0%	Shares	Sole	2021-03-05
2020-09-30	$435,029	1,982	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.