Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,773,503
-$493,088 QoQ
Shares Held
6,561
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,379
of 3,448 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $2,757,358 across 3 Restaurants names. MCD ranks #1 (64.3% of the industry book) .
All Filings in MCD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,503 | 6,561 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,266,591 | 7,293 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,130,241 | 6,970 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,164,202 | 3,831 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,126,899 | 3,857 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,118,284 | 3,580 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,027,370 | 3,544 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,029,243 | 3,380 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $765,794 | 3,005 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $802,429 | 2,846 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $802,059 | 2,705 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $672,298 | 2,552 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $736,475 | 2,468 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $689,797 | 2,467 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $645,121 | 2,448 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $591,386 | 2,563 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $631,272 | 2,557 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $613,996 | 2,483 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||