Position in MCD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,615,642
-$339,848 QoQ
Shares Held
5,977
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,445
of 3,443 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $5,585,194 across 19 Restaurants names. MCD ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
18,196 | $1,859,449 | |
| 2 | MCD |
Mcdonalds Corp
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|
5,977 | $1,615,642 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,671 | $702,814 | |
| 4 | YUM |
Yum Brands Inc
|
3,112 | $497,484 | |
| 5 | BROS |
Dutch Bros Inc.
|
4,453 | $319,769 | |
| 6 | CAVA |
Cava Group, Inc.
|
3,887 | $305,051 | |
| 7 | DRI |
Darden Restaurants Inc
|
660 | $135,966 | |
| 8 | WING |
Wingstop Inc.
|
213 | $36,936 |
All Filings in MCD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,642 | 5,977 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,955,490 | 6,292 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,964,284 | 6,427 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,218,397 | 7,300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,039,054 | 6,979 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,006,457 | 12,826 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,417,513 | 11,789 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,793,302 | 19,025 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,094,984 | 35,689 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,225,097 | 18,532 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,661,561 | 19,094 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,853,091 | 18,422 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,751,582 | 15,923 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,394,630 | 15,717 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,170,818 | 23,416 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,109,764 | 26,479 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,557,082 | 42,762 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $14,262,368 | 57,677 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,435,189 | 27,736 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,511,292 | 22,858 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,239,315 | 22,682 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,904,408 | 30,804 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||