Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$351,673
-$13,193 QoQ
Shares Held
1,301
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,639
of 3,443 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $351,673 across 1 Restaurants name. MCD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,301 | $351,673 |
All Filings in MCD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,673 | 1,301 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $364,866 | 1,174 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $353,307 | 1,156 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $354,031 | 1,165 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $338,040 | 1,157 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $362,348 | 1,160 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||