Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$571,435
-$206,472 QoQ
Shares Held
2,114
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,239
of 3,448 holders
Holding Since
Dec 2024
7 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, 2026PUREfi Wealth, LLC holds $1,065,652 across 2 Restaurants names. MCD ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
2,114 | $571,435 | |
| 2 | DRI |
Darden Restaurants Inc
|
2,399 | $494,217 |
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,435 | 2,114 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $777,907 | 2,503 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $989,018 | 3,236 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $970,624 | 3,194 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $847,877 | 2,902 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $759,371 | 2,431 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $389,322 | 1,343 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||