Position in MCD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,308,030
-$181,586 QoQ
Shares Held
4,839
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,564
of 3,393 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $1,828,834 across 12 Restaurants names. MCD ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
4,839 | $1,308,030 | |
| 2 | BROS |
Dutch Bros Inc.
|
6,235 | $447,735 | |
| 3 | SBUX |
Starbucks Corp
|
416 | $42,511 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
355 | $12,070 | |
| 5 | DRI |
Darden Restaurants Inc
|
53 | $10,918 | |
| 6 | SHAK |
Shake Shack Inc.
|
62 | $3,473 | |
| 7 | PTLO |
Portillo's Inc.
|
541 | $2,564 | |
| 8 | WING |
Wingstop Inc.
|
5 | $867 |
All Filings in MCD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,030 | 4,839 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,489,616 | 4,793 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,438,294 | 4,706 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,376,317 | 4,529 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,351,870 | 4,627 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,485,006 | 4,754 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,170,865 | 4,039 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,203,119 | 3,951 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $987,759 | 3,876 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,085,225 | 3,849 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,130,296 | 3,812 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $136,988 | 520 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $154,874 | 519 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $150,709 | 539 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $136,772 | 519 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $240,892 | 1,044 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $219,722 | 890 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $218,595 | 884 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $264,048 | 985 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $101,989 | 423 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $97,708 | 423 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $88,535 | 395 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $77,892 | 363 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||