GoalVest Advisory LLC

Position in MCD — Mcdonalds Corp

CIK 1839307 NEW YORK, NY

Position in MCD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,534,279

-$171,647 QoQ

Shares Held

5,676

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#1,486

of 3,443 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,560,203 across 4 Restaurants names. MCD ranks #1 (98.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	5,676	$1,534,279
2	SBUX	Starbucks Corp	180	$18,394
3	DPZ	Dominos Pizza Inc	15	$4,440
4	DRI	Darden Restaurants Inc	15	$3,090

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,534,279	5,676	+3.4%	Shares	Sole	2026-07-09
2026-03-31	$1,705,926	5,489	-9.8%	Shares	Sole	2026-04-13
2025-12-31	$1,858,841	6,082	-9.8%	Shares	Sole	2026-01-05
2025-09-30	$2,048,826	6,742	+5.7%	Shares	Sole	2025-10-22
2025-06-30	$1,863,168	6,377	+5.6%	Shares	Sole	2025-08-01
2025-03-31	$1,887,027	6,041	+14.3%	Shares	Sole	2025-04-07
2024-12-31	$1,532,068	5,285	+1.3%	Shares	Sole	2025-01-17
2024-09-30	$1,588,019	5,215	+6.3%	Shares	Sole	2024-11-06
2024-06-30	$1,249,735	4,904	+1.6%	Shares	Sole	2024-07-30
2024-03-31	$1,360,690	4,826	+24.7%	Shares	Sole	2024-04-15
2023-12-31	$1,147,197	3,869	+24.2%	Shares	Sole	2024-01-02
2023-09-30	$820,879	3,116	+18.6%	Shares	Sole	2023-10-10
2023-06-30	$784,221	2,628	-56.7%	Shares	Sole	2023-07-17
2023-03-31	$1,697,512	6,071	-27.5%	Shares	Sole	2023-04-03
2022-12-31	$2,207,590	8,377	-15.9%	Shares	Sole	2023-01-06
2022-09-30	$2,297,478	9,957	+87.7%	Shares	Sole	2022-10-11
2022-06-30	$1,309,451	5,304	+42.2%	Shares	Sole	2022-07-06
2022-03-31	$922,354	3,730	+37.5%	Shares	Sole	2022-05-03
2021-06-30	$626,444	2,712	+5.4%	Shares	Sole	2021-09-01
2021-03-31	$576,936	2,574	-36.2%	Shares	Sole	2021-05-13
2020-12-31	$866,259	4,037	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.