Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,397,303
-$1,270,008 QoQ
Shares Held
27,366
-1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#650
of 3,443 holders
Holding Since
Dec 2022
15 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, 2026Cassaday & Co Wealth Management LLC holds $12,251,531 across 12 Restaurants names. MCD ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
27,366 | $7,397,303 | |
| 2 | YUM |
Yum Brands Inc
|
19,047 | $3,044,853 | |
| 3 | YUMC |
Yum China Holdings, Inc.
|
17,106 | $699,122 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
16,578 | $563,652 | |
| 5 | SBUX |
Starbucks Corp
|
4,186 | $427,767 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
543 | $39,372 | |
| 7 | WEN |
Wendy's Co
|
4,250 | $35,232 | |
| 8 | WING |
Wingstop Inc.
|
123 | $21,329 |
All Filings in MCD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,397,303 | 27,366 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,667,311 | 27,888 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,436,304 | 27,603 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,489,471 | 27,936 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,169,073 | 27,960 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,732,615 | 27,956 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,137,212 | 28,070 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,510,140 | 27,947 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,071,045 | 27,747 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,102,961 | 28,739 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,407,837 | 28,356 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,399,239 | 28,087 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,353,689 | 27,994 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,035,991 | 28,740 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,595,725 | 28,823 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||