ELEVATION WEALTH PARTNERS, LLC

Position in MCD — Mcdonalds Corp

CIK 1976256 WALNUT CREEK, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$523,320

-$85,206 QoQ

Shares Held

1,936

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#2,300

of 3,443 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $767,100 across 10 Restaurants names. MCD ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	1,936	$523,320
2	SBUX	Starbucks Corp	890	$90,949
3	DRI	Darden Restaurants Inc	382	$78,695
4	YUM	Yum Brands Inc	227	$36,288
5	WEN	Wendy's Co	1,794	$14,872
6	WING	Wingstop Inc.	55	$9,537
7	TXRH	Texas Roadhouse, Inc.	24	$4,637
8	CMG	Chipotle Mexican Grill Inc	120	$4,080

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$523,320	1,936	-1.1%	Shares	Sole	2026-07-08
2026-03-31	$608,526	1,958	-7.4%	Shares	Sole	2026-04-14
2025-12-31	$646,101	2,114	-0.8%	Shares	Sole	2026-01-09
2025-09-30	$647,893	2,132	+2.4%	Shares	Sole	2025-10-14
2025-06-30	$608,297	2,082	-1.1%	Shares	Sole	2025-07-08
2025-03-31	$657,538	2,105	+0.3%	Shares	Sole	2025-04-09
2024-12-31	$608,189	2,098	+1.3%	Shares	Sole	2025-01-29
2024-09-30	$630,944	2,072	+0.0%	Shares	Sole	2024-10-04
2024-06-30	$527,773	2,071	-5.6%	Shares	Sole	2024-07-09
2024-03-31	$618,598	2,194	-9.2%	Shares	Sole	2024-04-19
2023-12-31	$716,368	2,416	+45.5%	Shares	Sole	2024-01-17
2023-09-30	$437,573	1,661	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$495,360	1,660	0.0%	Shares	Sole	2023-07-06
2023-03-31	$464,152	1,660	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.