Position in MCD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$112,719
-$16,258 QoQ
Shares Held
417
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,249
of 3,443 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $283,186 across 5 Restaurants names. MCD ranks #2 (39.8% of the industry book) .
All Filings in MCD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,719 | 417 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $128,977 | 415 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $126,530 | 414 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $135,534 | 446 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $128,846 | 441 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $120,262 | 385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $111,317 | 384 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $94,702 | 311 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $159,529 | 626 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $160,711 | 570 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $168,714 | 569 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $138,042 | 524 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $156,068 | 523 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $145,676 | 521 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $172,085 | 653 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $119,523 | 518 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $62,954 | 255 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $62,561 | 253 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $137,251 | 512 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||