Lodestone Wealth Management LLC

Position in MCD — Mcdonalds Corp

CIK 1950158 SPOKANE, WA

Position in MCD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$684,694

-$77,051 QoQ

Shares Held

2,533

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,080

of 3,448 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $908,783 across 8 Restaurants names. MCD ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	2,533	$684,694
2	SBUX	Starbucks Corp	907	$92,686
3	DPZ	Dominos Pizza Inc	270	$79,930
4	YUM	Yum Brands Inc	111	$17,744
5	CMG	Chipotle Mexican Grill Inc	518	$17,612
6	YUMC	Yum China Holdings, Inc.	196	$8,010
7	BROS	Dutch Bros Inc.	100	$7,181
8	ARCO	Arcos Dorados Holdings Inc.	115	$926

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$684,694	2,533	+3.3%	Shares	Sole	2026-07-24
2026-03-31	$761,745	2,451	+1.9%	Shares	Sole	2026-05-01
2025-12-31	$735,345	2,406	-0.1%	Shares	Sole	2026-01-15
2025-09-30	$731,766	2,408	+4.8%	Shares	Sole	2025-10-24
2025-06-30	$671,406	2,298	-7.8%	Shares	Sole	2025-08-12
2025-03-31	$778,738	2,493	+2.9%	Shares	Other	2025-04-28
2024-12-31	$702,112	2,422	+4.0%	Shares	Other	2025-01-30
2024-09-30	$709,203	2,329	+31.6%	Shares	Other	2024-10-29
2024-06-30	$451,066	1,770	+5.8%	Shares	Other	2024-07-16
2024-03-31	$471,701	1,673	+5.7%	Shares	Sole	2024-04-30
2023-12-31	$469,375	1,583	+8.1%	Shares	Sole	2024-01-25
2023-09-30	$385,676	1,464	+13.8%	Shares	Sole	2023-10-20
2023-06-30	$383,755	1,286	-0.1%	Shares	Sole	2023-07-25
2023-03-31	$359,858	1,287	-2.1%	Shares	Sole	2023-05-15
2022-12-31	$346,541	1,315	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.