Position in MCD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$22,348,690
-$4,682,270 QoQ
Shares Held
82,678
-4.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#376
of 3,448 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $34,957,690 across 11 Restaurants names. MCD ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
82,678 | $22,348,690 | |
| 2 | SBUX |
Starbucks Corp
|
43,367 | $4,431,673 | |
| 3 | YUM |
Yum Brands Inc
|
14,530 | $2,322,765 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,172 | $1,477,503 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
40,006 | $1,360,204 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
4,334 | $837,458 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2,791 | $826,247 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
10,930 | $792,534 |
All Filings in MCD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,348,690 | 82,678 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $27,030,960 | 86,975 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $26,532,657 | 86,813 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $26,320,216 | 86,611 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $23,765,107 | 81,340 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $26,692,641 | 85,452 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,249,155 | 62,952 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $18,013,898 | 59,157 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,049,831 | 59,056 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $16,099,626 | 57,101 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $16,627,391 | 56,077 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $15,168,875 | 57,580 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $16,753,334 | 56,142 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $15,306,690 | 54,743 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $14,805,905 | 56,183 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $12,451,653 | 53,964 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $11,230,324 | 45,489 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,053,909 | 32,570 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,880,820 | 25,668 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||