Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$325,182
-$49,941 QoQ
Shares Held
1,203
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,703
of 3,448 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $1,329,929 across 3 Restaurants names. MCD ranks #3 (24.5% 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 | $325,182 | 1,203 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $375,123 | 1,207 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $372,868 | 1,220 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $351,296 | 1,156 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $329,567 | 1,128 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $417,326 | 1,336 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $380,335 | 1,312 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $349,272 | 1,147 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $289,243 | 1,135 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $362,869 | 1,287 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $421,933 | 1,423 | Shares | Sole | 2025-01-29 | |
| 2023-09-30 | $380,407 | 1,444 | Shares | Sole | 2025-01-29 | |
| 2023-06-30 | $421,056 | 1,411 | Shares | Sole | 2025-01-29 | |
| 2023-03-31 | $407,950 | 1,459 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $421,911 | 1,601 | Shares | Sole | 2025-01-29 | |
| 2022-09-30 | $368,491 | 1,597 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $395,748 | 1,603 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $421,365 | 1,704 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $452,234 | 1,687 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $400,965 | 1,663 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $388,756 | 1,683 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $361,537 | 1,613 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $335,817 | 1,565 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||