Position in MCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,632,840
+$784,020 QoQ
Shares Held
17,139
+38.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#845
of 3,443 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $7,202,669 across 5 Restaurants names. MCD ranks #1 (64.3% of the industry book) .
All Filings in MCD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,632,840 | 17,139 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,848,820 | 12,384 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,212,169 | 10,510 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,099,674 | 10,200 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,943,607 | 10,075 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $3,192,418 | 10,220 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $2,938,324 | 10,136 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $2,570,976 | 8,443 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $2,141,163 | 8,402 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,822,522 | 6,464 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,004,871 | 3,389 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||