Position in MCD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$315,181
-$23,269 QoQ
Shares Held
1,166
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,152
of 1,501 holders
Holding Since
Dec 2020
23 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, 2026Altus Wealth Group LLC holds $553,667 across 2 Restaurants names. MCD ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,166 | $315,181 | |
| 2 | VENU |
Venu Holding Corp
|
105,060 | $238,486 |
All Filings in MCD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,181 | 1,166 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $338,450 | 1,089 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $311,742 | 1,020 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $310,575 | 1,022 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $298,889 | 1,023 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $318,305 | 1,019 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $942,432 | 3,251 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,044,164 | 3,429 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $797,904 | 3,131 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $939,457 | 3,332 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $960,692 | 3,240 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $799,540 | 3,035 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $917,013 | 3,073 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $854,208 | 3,055 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $963,992 | 3,658 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $928,728 | 4,025 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $993,692 | 4,025 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,013,106 | 4,097 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,079,785 | 4,028 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $970,467 | 4,025 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $629,909 | 2,727 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $609,212 | 2,718 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $581,296 | 2,709 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||