Position in MCD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$19,192
-$2,563 QoQ
Shares Held
71
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,401
of 3,461 holders
Holding Since
Sep 2025
4 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, 2026MILLER WEALTH ADVISORS, LLC holds $19,302 across 2 Restaurants names. MCD ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
71 | $19,192 | |
| 2 | LKNCY |
Luckin Coffee Inc.
|
4 | $110 |
All Filings in MCD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,192 | 71 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $21,755 | 70 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $21,394 | 70 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $37,986 | 125 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||