RMG Wealth Management LLC

Position in MCD — Mcdonalds Corp

CIK 1844731 PLATTEVILLE, WI

Position in MCD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$559,001

-$59,160 QoQ

Shares Held

2,068

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

#2,254

of 3,443 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

RMG Wealth Management LLC holds $623,649 across 6 Restaurants names. MCD ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	2,068	$559,001
2	SBUX	Starbucks Corp	584	$59,678
3	DPZ	Dominos Pizza Inc	7	$2,072
4	WEN	Wendy's Co	206	$1,707
5	CAKE	Cheesecake Factory Inc	10	$795
6	SG	Sweetgreen, Inc.	45	$396

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,001	2,068	+4.0%	Shares	Sole	2026-08-13
2026-03-31	$618,161	1,989	+1.2%	Shares	Sole	2026-05-14
2025-12-31	$600,562	1,965	-21.9%	Shares	Sole	2026-01-29
2025-09-30	$764,891	2,517	-3.8%	Shares	Sole	2025-10-30
2025-06-30	$764,608	2,617	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.