Abound Wealth Management

Position in MCD — Mcdonalds Corp

CIK 1950323 FRANKLIN, TN

Position in MCD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$124,342

-$56,537 QoQ

Shares Held

460

-21.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#3,234

of 3,443 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Abound Wealth Management holds $256,734 across 11 Restaurants names. MCD ranks #1 (48.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	460	$124,342
2	CMG	Chipotle Mexican Grill Inc	1,432	$48,688
3	SBUX	Starbucks Corp	470	$48,029
4	YUM	Yum Brands Inc	110	$17,584
5	ARCO	Arcos Dorados Holdings Inc.	1,427	$11,501
6	YUMC	Yum China Holdings, Inc.	103	$4,209
7	WEN	Wendy's Co	226	$1,873
8	DRI	Darden Restaurants Inc	1	$206

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,342	460	-21.0%	Shares	Sole	2026-07-10
2026-03-31	$180,879	582	+5.4%	Shares	Sole	2026-04-10
2025-12-31	$168,707	552	+4.9%	Shares	Sole	2026-01-12
2025-09-30	$159,846	526	+4.4%	Shares	Sole	2025-10-10
2025-06-30	$147,253	504	+93.1%	Shares	Sole	2025-07-14
2025-03-31	$81,528	261	-13.9%	Shares	Sole	2025-04-17
2024-12-31	$87,836	303	+1.0%	Shares	Sole	2025-01-13
2024-09-30	$91,353	300	-0.7%	Shares	Sole	2024-11-04
2024-06-30	$76,961	302	-3.8%	Shares	Sole	2024-08-09
2024-03-31	$88,532	314	-26.5%	Shares	Sole	2024-08-08
2023-12-31	$126,609	427	+34.7%	Shares	Sole	2024-08-08
2023-09-30	$83,510	317	+2.9%	Shares	Sole	2024-08-08
2023-06-30	$91,910	308	+39.4%	Shares	Sole	2024-08-08
2023-03-31	$61,793	221	+27.7%	Shares	Sole	2024-08-07
2022-12-31	$45,590	173	-8.9%	Shares	Sole	2024-08-07
2022-09-30	$43,840	190	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.