Position in MCD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,779,327
+$1,039,525 QoQ
Shares Held
10,282
+83.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,106
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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $6,201,703 across 4 Restaurants names. MCD ranks #1 (44.8% of the industry book) .
All Filings in MCD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,779,327 | 10,282 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,739,802 | 5,598 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,708,777 | 5,591 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,695,098 | 5,578 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,557,850 | 5,332 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,691,795 | 5,416 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,530,039 | 5,278 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,606,594 | 5,276 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,345,810 | 5,281 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,811,810 | 6,426 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,903,297 | 6,419 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,701,558 | 6,459 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,936,084 | 6,488 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,813,550 | 6,486 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,708,201 | 6,482 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||