Position in MCD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$28,112
-$4,210 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,368
of 3,443 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, 2026West Financial Advisors, LLC holds $59,329 across 3 Restaurants names. MCD ranks #2 (47.4% of the industry book) .
All Filings in MCD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,112 | 104 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $32,322 | 104 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $31,785 | 104 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $31,604 | 104 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $36,521 | 125 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $39,046 | 125 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $42,034 | 145 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $44,153 | 145 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $36,951 | 145 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $40,882 | 145 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $42,993 | 145 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $42,677 | 162 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $43,269 | 145 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $34,671 | 124 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $32,677 | 124 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $28,611 | 124 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $4,937 | 20 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $4,945 | 20 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,361 | 20 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $4,822 | 20 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,619 | 20 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,482 | 20 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $4,291 | 20 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||