Position in MCD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$276,256
-$41,682 QoQ
Shares Held
1,022
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,860
of 3,443 holders
Holding Since
Mar 2023
13 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, 2026Buck Wealth Strategies, LLC holds $521,423 across 12 Restaurants names. MCD ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,022 | $276,256 | |
| 2 | SBUX |
Starbucks Corp
|
1,439 | $147,051 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
903 | $65,476 | |
| 4 | VENU |
Venu Holding Corp
|
9,145 | $20,759 | |
| 5 | DRI |
Darden Restaurants Inc
|
31 | $6,386 | |
| 6 | WING |
Wingstop Inc.
|
10 | $1,734 | |
| 7 | YUM |
Yum Brands Inc
|
10 | $1,598 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
6 | $1,159 |
All Filings in MCD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,256 | 1,022 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $317,938 | 1,023 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $216,386 | 708 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $222,447 | 732 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $227,016 | 777 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $765,599 | 2,641 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $476,253 | 1,564 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $608,557 | 2,388 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,637,384 | 23,541 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $611,700 | 2,063 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $526,353 | 1,998 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $66,247 | 222 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $3,914 | 14 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||