Portside Wealth Group, LLC

Position in MCD — Mcdonalds Corp

CIK 1978608 Provo, UT

Position in MCD

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,621,048

-$324,496 QoQ

Shares Held

5,997

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,446

of 3,448 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Portside Wealth Group, LLC holds $7,470,832 across 6 Restaurants names. MCD ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	34,391	$3,514,416
2	MCD	Mcdonalds Corp This page	5,997	$1,621,048
3	YUM	Yum Brands Inc	5,016	$801,857
4	EAT	Brinker International, Inc	4,401	$739,368
5	BROS	Dutch Bros Inc.	7,106	$510,281
6	CAVA	Cava Group, Inc.	3,617	$283,862

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,621,048	5,997	-4.2%	Shares	Other	2026-07-14
2026-03-31	$1,945,544	6,260	+0.2%	Shares	Other	2026-05-12
2025-12-31	$1,908,964	6,246	-2.1%	Shares	Sole	2026-01-21
2025-09-30	$1,938,817	6,380	+6.6%	Shares	Sole	2025-11-05
2025-06-30	$1,748,345	5,984	-0.8%	Shares	Other	2025-08-11
2025-03-31	$1,884,527	6,033	+6.3%	Shares	Sole	2025-04-14
2024-12-31	$1,645,995	5,678	-1.0%	Shares	Other	2025-04-14
2024-09-30	$1,746,059	5,734	-1.7%	Shares	Other	2024-10-31
2024-06-30	$1,486,226	5,832	-3.1%	Shares	Other	2024-07-18
2024-03-31	$1,696,775	6,018	+0.2%	Shares	Other	2024-04-17
2023-12-31	$1,781,432	6,008	-5.2%	Shares	Other	2024-01-16
2023-09-30	$1,668,892	6,335	+3.8%	Shares	Other	2023-10-27
2023-06-30	$1,822,091	6,106	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.