Accurate Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1877728 WESLEY CHAPEL, FL

Position in MCD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,516,315

-$254,688 QoQ

Shares Held

9,309

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#221

of 895 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $4,329,116 across 4 Restaurants names. MCD ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	9,309	$2,516,315
2	FWRG	First Watch Restaurant Group, Inc.	58,312	$751,641
3	YUM	Yum Brands Inc	4,487	$717,291
4	SBUX	Starbucks Corp	3,365	$343,869

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,516,315	9,309	+4.4%	Shares	Sole	2026-07-15
2026-03-31	$2,771,003	8,916	+15.3%	Shares	Sole	2026-04-23
2025-12-31	$2,363,131	7,732	+1.5%	Shares	Sole	2026-01-14
2025-09-30	$2,314,122	7,615	+6.7%	Shares	Sole	2025-10-20
2025-06-30	$2,084,632	7,135	+16.1%	Shares	Sole	2025-07-15
2025-03-31	$1,919,826	6,146	+5.2%	Shares	Sole	2025-04-15
2024-12-31	$1,694,117	5,844	+4.8%	Shares	Sole	2025-01-14
2024-09-30	$1,698,556	5,578	-2.2%	Shares	Sole	2024-10-17
2024-06-30	$1,453,862	5,705	+26.4%	Shares	Sole	2024-07-17
2024-03-31	$1,272,440	4,513	-65.6%	Shares	Sole	2024-04-23
2023-12-31	$3,893,769	13,132	+134.1%	Shares	Sole	2024-01-12
2023-09-30	$1,477,634	5,609	-59.0%	Shares	Sole	2023-10-23
2023-06-30	$4,078,071	13,666	+221.4%	Shares	Sole	2023-07-24
2023-03-31	$1,188,901	4,252	+10.5%	Shares	Sole	2023-04-13
2022-12-31	$1,013,799	3,847	+8.3%	Shares	Sole	2023-01-11
2022-09-30	$819,357	3,551	+13.8%	Shares	Sole	2022-11-14
2022-06-30	$770,512	3,121	-64.6%	Shares	Sole	2022-08-04
2022-03-31	$2,178,536	8,810	+124.7%	Shares	Sole	2022-05-10
2021-12-31	$1,051,102	3,921	+8.3%	Shares	Sole	2022-02-08
2021-09-30	$873,059	3,621	+79.0%	Shares	Sole	2021-10-22
2021-06-30	$467,292	2,023	—	Shares	Sole	2021-08-25
No filing history on record for this holder in this stock.