Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$713,888
+$122,144 QoQ
Shares Held
2,641
+38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,046
of 3,448 holders
Holding Since
Dec 2024
7 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, 2026Lifeworks Advisors, LLC holds $1,225,822 across 2 Restaurants names. MCD ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
2,641 | $713,888 | |
| 2 | DRI |
Darden Restaurants Inc
|
2,485 | $511,934 |
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,888 | 2,641 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $591,744 | 1,904 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $595,978 | 1,950 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $545,786 | 1,796 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $532,041 | 1,821 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $635,985 | 2,036 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $520,352 | 1,795 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||