True Wealth Design, LLC

Position in MCD — Mcdonalds Corp

CIK 1966033 AKRON, OH

Position in MCD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$613,063

-$101,443 QoQ

Shares Held

2,268

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#2,170

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

True Wealth Design, LLC holds $1,191,998 across 25 Restaurants names. MCD ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	2,268	$613,063
2	TXRH	Texas Roadhouse, Inc.	867	$167,530
3	DPZ	Dominos Pizza Inc	556	$164,598
4	CMG	Chipotle Mexican Grill Inc	1,787	$60,758
5	DRI	Darden Restaurants Inc	225	$46,352
6	YUM	Yum Brands Inc	278	$44,441
7	SBUX	Starbucks Corp	265	$27,080
8	QSR	Restaurant Brands International Inc.	274	$19,867

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,063	2,268	-1.3%	Shares	Sole	2026-07-16
2026-03-31	$714,506	2,299	+157.7%	Shares	Sole	2026-04-13
2025-12-31	$272,621	892	+2.5%	Shares	Sole	2026-01-08
2025-09-30	$264,384	870	+5.2%	Shares	Sole	2025-10-21
2025-06-30	$241,624	827	+0.9%	Shares	Sole	2025-08-06
2025-03-31	$256,143	820	+4.6%	Shares	Sole	2025-05-13
2024-12-31	$227,273	784	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$236,299	776	-8.6%	Shares	Sole	2024-11-14
2024-06-30	$216,359	849	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$239,093	848	+10.6%	Shares	Sole	2024-05-14
2023-12-31	$227,423	767	+1320.4%	Shares	Sole	2024-02-14
2023-09-30	$14,225	54	0.0%	Shares	Sole	2023-11-13
2023-06-30	$16,114	54	0.0%	Shares	Sole	2023-08-14
2023-03-31	$15,098	54	0.0%	Shares	Sole	2023-05-12
2022-12-31	$14,230	54	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.