Position in MCD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$210,841
+$120,091 QoQ
Shares Held
780
+167.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,130
of 3,448 holders
Holding Since
Dec 2023
6 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, 2026Opal Wealth Advisors, LLC holds $210,841 across 1 Restaurants name. MCD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
780 | $210,841 |
All Filings in MCD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,841 | 780 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $90,750 | 292 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $92,617 | 317 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $102,769 | 329 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $59,122 | 232 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $211,115 | 712 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||