Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,311,838
-$566,199 QoQ
Shares Held
12,252
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,012
of 3,443 holders
Holding Since
Jun 2025
5 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, 2026Peterson Wealth Services holds $5,973,308 across 5 Restaurants names. MCD ranks #1 (55.4% of the industry book) .
All Filings in MCD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,311,838 | 12,252 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,878,037 | 12,478 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,600,015 | 11,779 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $105,449 | 347 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,373,394 | 11,546 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||