Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,218,016
-$704,530 QoQ
Shares Held
4,506
-27.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,645
of 3,448 holders
Holding Since
Dec 2022
15 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, 2026Alliance Wealth Advisors, LLC /UT holds $2,666,498 across 3 Restaurants names. MCD ranks #1 (45.7% of the industry book) .
All Filings in MCD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218,016 | 4,506 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,922,546 | 6,186 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,793,152 | 9,139 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,974,577 | 13,079 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,680,465 | 12,597 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,837,153 | 12,284 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,616,667 | 12,476 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,667,822 | 12,045 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,885,043 | 11,321 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,030,398 | 10,748 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,963,024 | 9,993 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,606,475 | 9,894 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,788,939 | 9,346 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,574,928 | 9,209 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,340,409 | 8,881 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||