Position in MCD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$442,227
-$2,453,714 QoQ
Shares Held
1,636
-82.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,424
of 3,448 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $828,426 across 7 Restaurants names. MCD ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,636 | $442,227 | |
| 2 | SBUX |
Starbucks Corp
|
2,918 | $298,190 | |
| 3 | YUM |
Yum Brands Inc
|
220 | $35,169 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
626 | $25,584 | |
| 5 | DRI |
Darden Restaurants Inc
|
107 | $22,043 | |
| 6 | CAVA |
Cava Group, Inc.
|
40 | $3,139 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
61 | $2,074 |
All Filings in MCD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,227 | 1,636 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,895,941 | 9,318 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $2,840,830 | 9,295 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,881,181 | 9,481 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,899,787 | 9,925 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,913,474 | 9,327 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $782,123 | 2,698 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,424,802 | 4,679 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,412,832 | 5,544 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,680,985 | 5,962 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,773,129 | 5,980 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,704,720 | 6,471 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,973,086 | 6,612 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,873,666 | 6,701 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,768,286 | 6,710 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,564,647 | 6,781 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,716,062 | 6,951 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,268,052 | 9,172 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,496,535 | 9,313 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,307,422 | 9,570 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,336,463 | 10,115 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,563,040 | 11,435 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,559,081 | 11,926 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||