Position in MCD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,082
-$239,103 QoQ
Shares Held
41
-94.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,402
of 3,443 holders
Holding Since
Mar 2021
14 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, 2026Activest Wealth Management holds $158,106 across 13 Restaurants names. MCD ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DPZ |
Dominos Pizza Inc
|
199 | $58,911 | |
| 2 | SBUX |
Starbucks Corp
|
455 | $46,496 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
130 | $25,119 | |
| 4 | MCD |
Mcdonalds Corp
This page
|
41 | $11,082 | |
| 5 | DRI |
Darden Restaurants Inc
|
48 | $9,888 | |
| 6 | PZZA |
Papa Johns International Inc
|
109 | $4,007 | |
| 7 | YUM |
Yum Brands Inc
|
11 | $1,758 | |
| 8 | BROS |
Dutch Bros Inc.
|
7 | $502 |
All Filings in MCD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,082 | 41 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $250,185 | 805 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $172,986 | 566 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $44,975 | 148 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $41,488 | 142 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $84,339 | 270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,975 | 131 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $42,631 | 140 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,364 | 127 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| 2021-12-31 | $51,201 | 191 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $147,318 | 611 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $60,519 | 262 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $138,966 | 620 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||