Envestnet Portfolio Solutions, Inc.

Position in MCD — Mcdonalds Corp

CIK 1998033 BERWYN, PA

Position in MCD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,451,488

+$1,203,178 QoQ

Shares Held

23,867

+41.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#694

of 3,443 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $18,395,485 across 9 Restaurants names. MCD ranks #1 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	23,867	$6,451,488
2	SBUX	Starbucks Corp	42,743	$4,367,907
3	YUM	Yum Brands Inc	23,572	$3,768,219
4	DRI	Darden Restaurants Inc	6,122	$1,261,193
5	CMG	Chipotle Mexican Grill Inc	25,469	$865,946
6	QSR	Restaurant Brands International Inc.	7,330	$531,498
7	YUMC	Yum China Holdings, Inc.	12,796	$522,972
8	CAVA	Cava Group, Inc.	4,656	$365,402

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,451,488	23,867	+41.3%	Shares	Sole	2026-07-20
2026-03-31	$5,248,310	16,887	-14.6%	Shares	Sole	2026-04-29
2025-12-31	$6,041,082	19,766	+20.2%	Shares	Sole	2026-02-06
2025-09-30	$4,998,078	16,447	-2.4%	Shares	Sole	2025-10-30
2025-06-30	$4,925,401	16,858	-44.2%	Shares	Sole	2025-07-25
2025-03-31	$9,431,699	30,194	-20.9%	Shares	Sole	2025-04-21
2024-12-31	$11,068,290	38,181	-1.1%	Shares	Sole	2025-02-10
2024-09-30	$11,760,480	38,621	+5.3%	Shares	Sole	2024-10-31
2024-06-30	$9,349,060	36,686	+5.2%	Shares	Sole	2024-07-16
2024-03-31	$9,834,134	34,879	+36.5%	Shares	Sole	2024-05-06
2023-12-31	$7,574,347	25,545	+10.1%	Shares	Sole	2024-02-07
2023-09-30	$6,110,490	23,195	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.