Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$338,968
-$53,248 QoQ
Shares Held
1,254
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,665
of 3,443 holders
Holding Since
Mar 2025
6 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, 2026Strategies Wealth Advisors, LLC holds $566,815 across 2 Restaurants names. MCD ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,254 | $338,968 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,106 | $227,847 |
All Filings in MCD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,968 | 1,254 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $392,216 | 1,262 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $394,568 | 1,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $379,558 | 1,249 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $366,381 | 1,254 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $376,405 | 1,205 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||