Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,427,137
+$513,048 QoQ
Shares Held
16,378
+30.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#864
of 3,448 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $9,052,594 across 4 Restaurants names. MCD ranks #1 (48.9% of the industry book) .
All Filings in MCD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,427,137 | 16,378 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,914,089 | 12,594 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,488,766 | 11,415 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,081,444 | 10,140 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,831,030 | 16,535 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,090,692 | 6,693 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $584,418 | 2,016 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,910,495 | 6,274 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,769,569 | 26,564 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,650,431 | 27,134 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||