Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,856,759
-$1,542,661 QoQ
Shares Held
6,869
-37.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,342
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, 2026Beverly Hills Private Wealth, LLC holds $2,213,810 across 2 Restaurants names. MCD ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
6,869 | $1,856,759 | |
| 2 | SBUX |
Starbucks Corp
|
3,494 | $357,051 |
All Filings in MCD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,759 | 6,869 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,399,420 | 10,938 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,485,098 | 11,403 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,563,108 | 11,725 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,501,362 | 11,984 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,764,368 | 12,051 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,512,015 | 12,115 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,336,209 | 10,956 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,916,387 | 11,444 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,370,428 | 11,954 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,489,623 | 11,769 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,140,203 | 11,920 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,239,781 | 17,559 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,345,254 | 11,964 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,246,593 | 8,525 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||