LMG Wealth Partners, LLC

Position in MCD — Mcdonalds Corp

CIK 1965772 SHREVEPORT, LA

Position in MCD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,490,807

-$322,830 QoQ

Shares Held

20,313

+8.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#762

of 3,443 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

LMG Wealth Partners, LLC holds $7,844,401 across 3 Restaurants names. MCD ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	20,313	$5,490,807
2	DRI	Darden Restaurants Inc	6,411	$1,320,730
3	EAT	Brinker International, Inc	6,148	$1,032,864

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,490,807	20,313	+8.6%	Shares	Sole	2026-08-12
2026-03-31	$5,813,637	18,706	+3.1%	Shares	Sole	2026-04-17
2025-12-31	$5,547,490	18,151	-5.5%	Shares	Sole	2026-02-02
2025-09-30	$5,837,119	19,208	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$5,567,883	19,057	+2.4%	Shares	Sole	2025-07-29
2025-03-31	$5,810,706	18,602	+0.7%	Shares	Sole	2025-05-02
2024-12-31	$5,356,877	18,479	+2.2%	Shares	Sole	2025-02-03
2024-09-30	$5,504,931	18,078	+4.1%	Shares	Sole	2024-10-23
2024-06-30	$4,426,061	17,368	+5.4%	Shares	Sole	2024-08-02
2024-03-31	$4,644,562	16,473	-4.7%	Shares	Sole	2024-05-03
2023-12-31	$5,126,361	17,289	+6.3%	Shares	Sole	2024-01-23
2023-09-30	$4,284,851	16,265	+5.3%	Shares	Sole	2023-10-16
2023-06-30	$4,607,450	15,440	+2.8%	Shares	Sole	2023-07-27
2023-03-31	$4,201,140	15,025	+10.3%	Shares	Sole	2023-05-02
2022-12-31	$3,589,015	13,619	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.