FSM Wealth Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1942548 CLEVELAND, OH

Position in MCD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$746,325

+$145,568 QoQ

Shares Held

2,761

+42.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,011

of 3,448 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $1,748,700 across 5 Restaurants names. MCD ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	2,761	$746,325
2	QSR	Restaurant Brands International Inc.	4,444	$322,234
3	SBUX	Starbucks Corp	2,799	$286,029
4	YUM	Yum Brands Inc	1,615	$258,173
5	WEN	Wendy's Co	16,398	$135,939

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$746,325	2,761	+42.8%	Shares	Sole	2026-07-15
2026-03-31	$600,757	1,933	-3.2%	Shares	Sole	2026-04-27
2025-12-31	$610,037	1,996	+3.9%	Shares	Sole	2026-01-23
2025-09-30	$584,076	1,922	+20.7%	Shares	Sole	2025-10-17
2025-06-30	$465,134	1,592	+32.4%	Shares	Sole	2025-07-31
2025-03-31	$375,468	1,202	+11.4%	Shares	Sole	2025-04-28
2024-12-31	$312,791	1,079	+9.4%	Shares	Sole	2025-01-24
2024-09-30	$300,246	986	-0.9%	Shares	Sole	2024-10-30
2024-06-30	$253,565	995	+2.1%	Shares	Sole	2024-07-12
2024-03-31	$274,901	975	-8.2%	Shares	Sole	2024-05-14
2023-12-31	$314,893	1,062	+0.6%	Shares	Sole	2024-05-14
2023-09-30	$278,192	1,056	-26.7%	Shares	Sole	2023-11-14
2023-06-30	$429,710	1,440	+4.7%	Shares	Sole	2023-07-12
2023-03-31	$384,743	1,376	+8.3%	Shares	Sole	2023-04-24
2022-12-31	$334,946	1,271	-20.9%	Shares	Sole	2023-01-19
2022-09-30	$370,568	1,606	+22.8%	Shares	Sole	2022-10-24
2022-06-30	$322,919	1,308	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.