Forum Financial Management, LP

Position in MCD — Mcdonalds Corp

CIK 1911832 LOMBARD, IL

Position in MCD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,530,101

-$372,366 QoQ

Shares Held

9,360

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,160

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

Forum Financial Management, LP holds $4,539,197 across 5 Restaurants names. MCD ranks #1 (55.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	9,360	$2,530,101
2	SBUX	Starbucks Corp	14,504	$1,482,163
3	BROS	Dutch Bros Inc.	3,012	$216,291
4	YUM	Yum Brands Inc	1,337	$213,732
5	SG	Sweetgreen, Inc.	11,000	$96,910

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,530,101	9,360	+0.2%	Shares	Sole	2026-07-23
2026-03-31	$2,902,467	9,339	-23.0%	Shares	Sole	2026-04-23
2025-12-31	$3,705,458	12,124	+0.9%	Shares	Sole	2026-01-27
2025-09-30	$3,651,846	12,017	+19.9%	Shares	Sole	2025-10-24
2025-06-30	$2,928,127	10,022	+4.7%	Shares	Sole	2025-07-30
2025-03-31	$2,990,942	9,575	-3.2%	Shares	Sole	2025-05-02
2024-12-31	$2,868,171	9,894	+3.7%	Shares	Sole	2025-02-20
2024-09-30	$2,905,938	9,543	+1.4%	Shares	Sole	2024-10-29
2024-06-30	$2,398,554	9,412	+1.0%	Shares	Sole	2024-07-30
2024-03-31	$2,628,337	9,322	-2.0%	Shares	Sole	2024-05-09
2023-12-31	$2,821,589	9,516	-6.4%	Shares	Sole	2024-02-07
2023-09-30	$2,677,077	10,162	+4.3%	Shares	Sole	2023-11-06
2023-06-30	$2,907,408	9,743	+12.6%	Shares	Sole	2023-07-26
2023-03-31	$2,418,346	8,649	+20.8%	Shares	Sole	2023-04-19
2022-12-31	$1,886,874	7,160	+2.4%	Shares	Sole	2023-01-24
2022-09-30	$1,613,795	6,994	-1.6%	Shares	Sole	2022-11-07
2022-06-30	$1,755,563	7,111	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$1,745,549	7,059	-1.6%	Shares	Sole	2022-05-16
2021-12-31	$1,923,670	7,176	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.