AXXCESS WEALTH MANAGEMENT, LLC

Position in MCD — Mcdonalds Corp

CIK 1911056 CARLSBAD, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,786,255

-$1,177,305 QoQ

Shares Held

21,406

-4.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#739

of 3,443 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Consumer Cyclical · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $8,570,634 across 4 Restaurants names. MCD ranks #1 (67.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	21,406	$5,786,255
2	YUM	Yum Brands Inc	8,152	$1,303,178
3	SBUX	Starbucks Corp	11,640	$1,189,491
4	DRI	Darden Restaurants Inc	1,416	$291,710

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,786,255	21,406	-4.5%	Shares	Sole	2026-07-28
2026-03-31	$6,963,560	22,406	-7.0%	Shares	Sole	2026-04-29
2025-12-31	$7,365,988	24,101	+3.7%	Shares	Sole	2026-02-19
2025-09-30	$7,066,050	23,252	-7.2%	Shares	Sole	2025-11-07
2025-06-30	$7,319,442	25,052	-1.5%	Shares	Sole	2025-07-28
2025-03-31	$7,944,818	25,434	-4.5%	Shares	Sole	2025-04-30
2024-12-31	$7,724,408	26,646	+0.6%	Shares	Sole	2025-02-10
2024-09-30	$8,062,511	26,477	+3.5%	Shares	Sole	2024-11-04
2024-06-30	$6,521,865	25,592	-7.6%	Shares	Sole	2024-08-09
2024-03-31	$7,810,578	27,702	+8.2%	Shares	Sole	2024-05-14
2023-12-31	$7,591,249	25,602	+10.6%	Shares	Sole	2024-02-06
2023-09-30	$6,099,162	23,152	+34.9%	Shares	Sole	2023-11-14
2023-06-30	$5,120,118	17,158	+1.9%	Shares	Sole	2023-08-08
2023-03-31	$4,709,750	16,844	+4.5%	Shares	Sole	2023-05-03
2022-12-31	$4,247,313	16,117	+35.7%	Shares	Sole	2023-02-16
2022-09-30	$2,739,806	11,874	+7.9%	Shares	Sole	2022-11-14
2022-06-30	$2,717,655	11,008	+10.2%	Shares	Sole	2022-08-11
2022-03-31	$2,469,832	9,988	+6.3%	Shares	Sole	2022-08-11
2021-12-31	$2,518,249	9,394	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.