Position in MCD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,054,109
+$190,057 QoQ
Shares Held
14,998
+20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#903
of 3,448 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, 2026Confluence Wealth Services, Inc. holds $6,947,308 across 6 Restaurants names. MCD ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
14,998 | $4,054,109 | |
| 2 | YUM |
Yum Brands Inc
|
6,160 | $984,737 | |
| 3 | SBUX |
Starbucks Corp
|
7,305 | $746,497 | |
| 4 | DRI |
Darden Restaurants Inc
|
3,108 | $640,279 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
6,660 | $272,194 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
7,338 | $249,492 |
All Filings in MCD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,054,109 | 14,998 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,864,052 | 12,433 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,147,072 | 10,297 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,207,255 | 10,554 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,215,915 | 11,007 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,432,009 | 10,987 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,991,374 | 10,319 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,198,573 | 10,504 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,477,554 | 9,722 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,580,688 | 9,153 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,037,151 | 10,243 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,729,501 | 10,361 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,300,116 | 11,059 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,093,884 | 11,065 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,777,342 | 10,539 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,421,385 | 10,494 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,419,781 | 13,852 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,027,943 | 12,245 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,309,324 | 12,345 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||