SAX WEALTH ADVISORS, LLC

Position in MCD — Mcdonalds Corp

CIK 1846150 PARSIPPANY, NJ

Position in MCD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,554,453

-$410,417 QoQ

Shares Held

16,849

+5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#852

of 3,448 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,691,708 across 4 Restaurants names. MCD ranks #1 (80.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	16,849	$4,554,453
2	SBUX	Starbucks Corp	5,914	$604,351
3	YUM	Yum Brands Inc	1,724	$275,598
4	DRI	Darden Restaurants Inc	1,249	$257,306

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,554,453	16,849	+5.5%	Shares	Sole	2026-07-09
2026-03-31	$4,964,870	15,975	-0.7%	Shares	Sole	2026-04-08
2025-12-31	$4,918,197	16,092	+0.1%	Shares	Sole	2026-01-12
2025-09-30	$4,884,423	16,073	-5.1%	Shares	Sole	2025-10-20
2025-06-30	$4,950,236	16,943	-28.9%	Shares	Sole	2025-07-23
2025-03-31	$7,446,588	23,839	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$6,870,972	23,702	+6.4%	Shares	Sole	2025-01-15
2024-09-30	$6,780,219	22,266	+467.4%	Shares	Sole	2024-10-17
2024-06-30	$999,992	3,924	+0.3%	Shares	Sole	2024-07-12
2024-03-31	$1,102,706	3,911	+0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,159,354	3,910	+22.2%	Shares	Sole	2024-02-14
2023-09-30	$842,744	3,199	+2.6%	Shares	Sole	2023-11-07
2023-06-30	$930,442	3,118	0.0%	Shares	Sole	2023-08-11
2023-03-31	$871,823	3,118	-1.2%	Shares	Sole	2023-05-05
2022-12-31	$831,700	3,156	-3.9%	Shares	Sole	2023-02-06
2022-09-30	$757,750	3,284	+0.3%	Shares	Sole	2022-11-08
2022-06-30	$808,285	3,274	+0.0%	Shares	Sole	2022-08-11
2022-03-31	$809,347	3,273	-5.9%	Shares	Sole	2022-08-11
2021-12-31	$932,347	3,478	-5.4%	Shares	Sole	2022-02-07
2021-09-30	$886,320	3,676	+5.9%	Shares	Sole	2021-12-10
2021-06-30	$801,997	3,472	+0.0%	Shares	Sole	2021-08-12
2021-03-31	$777,989	3,471	+64.0%	Shares	Sole	2021-05-14
2020-12-31	$454,051	2,116	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.