KINGSWOOD WEALTH ADVISORS, LLC

Position in MCD — Mcdonalds Corp

CIK 1987855 SAN DIEGO, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,529,978

-$776,328 QoQ

Shares Held

13,059

-5.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#980

of 3,448 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $7,312,513 across 6 Restaurants names. MCD ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	13,059	$3,529,978
2	DRI	Darden Restaurants Inc	8,116	$1,671,977
3	SBUX	Starbucks Corp	10,392	$1,061,958
4	YUM	Yum Brands Inc	3,459	$552,955
5	CAVA	Cava Group, Inc.	3,411	$267,695
6	DPZ	Dominos Pizza Inc	770	$227,950

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,529,978	13,059	-5.8%	Shares	Sole	2026-07-27
2026-03-31	$4,306,306	13,856	-2.4%	Shares	Sole	2026-04-28
2025-12-31	$4,339,334	14,198	+46.4%	Shares	Sole	2026-01-28
2025-09-30	$2,947,125	9,698	+50.4%	Shares	Sole	2025-10-23
2025-06-30	$1,884,204	6,449	+3.2%	Shares	Sole	2025-07-23
2025-03-31	$1,951,375	6,247	-28.1%	Shares	Sole	2025-07-25
2024-12-31	$2,517,694	8,685	-20.1%	Shares	Sole	2025-01-22
2024-09-30	$3,308,805	10,866	+106.1%	Shares	Sole	2024-10-21
2024-06-30	$1,343,771	5,273	-16.3%	Shares	Sole	2024-07-09
2024-03-31	$1,776,566	6,301	-2.6%	Shares	Sole	2024-04-15
2023-12-31	$1,917,826	6,468	+94.4%	Shares	Sole	2024-01-16
2023-09-30	$876,728	3,328	+74.6%	Shares	Sole	2023-10-24
2023-06-30	$568,769	1,906	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.