Morton Brown Family Wealth, LLC

Position in MCD — Mcdonalds Corp

CIK 1909851 ALLENTOWN, PA

Position in MCD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$452,498

-$84,857 QoQ

Shares Held

1,674

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#2,410

of 3,448 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $481,716 across 5 Restaurants names. MCD ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	1,674	$452,498
2	SBUX	Starbucks Corp	171	$17,474
3	BROS	Dutch Bros Inc.	100	$7,181
4	CAVA	Cava Group, Inc.	50	$3,924
5	YUM	Yum Brands Inc	4	$639

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,498	1,674	-3.2%	Shares	Sole	2026-07-21
2026-03-31	$537,355	1,729	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$527,823	1,727	+79.5%	Shares	Sole	2026-01-28
2025-09-30	$292,342	962	+0.2%	Shares	Sole	2025-10-21
2025-06-30	$280,483	960	+0.1%	Shares	Sole	2025-07-24
2025-03-31	$299,562	959	+0.1%	Shares	Sole	2025-04-25
2024-12-31	$277,714	958	-21.9%	Shares	Sole	2025-01-31
2024-09-30	$373,633	1,227	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$312,433	1,226	+11.5%	Shares	Sole	2024-07-30
2024-03-31	$310,145	1,100	-8.3%	Shares	Sole	2024-04-23
2023-12-31	$355,515	1,199	+9.2%	Shares	Sole	2024-01-29
2023-09-30	$289,257	1,098	+0.1%	Shares	Sole	2023-10-18
2023-06-30	$327,355	1,097	-0.7%	Shares	Sole	2023-07-25
2023-03-31	$308,969	1,105	+1.0%	Shares	Sole	2023-04-26
2022-12-31	$288,301	1,094	+0.1%	Shares	Sole	2023-02-02
2022-09-30	$252,198	1,093	-1.2%	Shares	Sole	2022-10-31
2022-06-30	$273,049	1,106	+1.5%	Shares	Sole	2022-07-21
2022-03-31	$269,535	1,090	+0.1%	Shares	Sole	2022-04-20
2021-12-31	$291,928	1,089	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.