Position in MCD
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$4,427,510
+$873,037 QoQ
Shares Held
14,246
+22.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 89%
None 11%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,458,843 across 9 Restaurants names. MCD ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
14,246 | $4,427,510 | |
| 2 | SBUX |
Starbucks Corp
|
10,809 | $968,376 | |
| 3 | DRI |
Darden Restaurants Inc
|
2,383 | $467,160 | |
| 4 | YUM |
Yum Brands Inc
|
2,984 | $463,947 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,586 | $306,846 | |
| 6 | DPZ |
Dominos Pizza Inc
|
776 | $278,419 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,457 | $240,606 | |
| 8 | EAT |
Brinker International, Inc
|
1,433 | $204,588 |
All Filings in MCD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,427,510 | 14,246 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,554,473 | 11,630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,957,859 | 13,024 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,650,661 | 12,495 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,777,279 | 8,891 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,716,725 | 5,922 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,397,698 | 4,590 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $811,153 | 3,183 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $620,007 | 2,199 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $544,688 | 1,837 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $240,784 | 914 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $673,808 | 2,258 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $791,575 | 2,831 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $659,085 | 2,501 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $521,701 | 2,261 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $456,478 | 1,846 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $469,390 | 1,751 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||