Financial Perspectives, Inc

Position in MCD — Mcdonalds Corp

CIK 2003287 MINNEAPOLIS, MN

Position in MCD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$318,154

-$47,645 QoQ

Shares Held

1,177

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,723

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Financial Perspectives, Inc holds $355,154 across 5 Restaurants names. MCD ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	1,177	$318,154
2	DRI	Darden Restaurants Inc	88	$18,128
3	SBUX	Starbucks Corp	160	$16,350
4	CMG	Chipotle Mexican Grill Inc	50	$1,700
5	ARCO	Arcos Dorados Holdings Inc.	102	$822

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,154	1,177	0.0%	Shares	Sole	2026-07-24
2026-03-31	$365,799	1,177	+14.6%	Shares	Sole	2026-05-11
2025-12-31	$313,882	1,027	0.0%	Shares	Sole	2026-01-28
2025-09-30	$312,095	1,027	+13.9%	Shares	Sole	2025-10-22
2025-06-30	$263,537	902	0.0%	Shares	Sole	2025-07-30
2025-03-31	$281,757	902	-8.5%	Shares	Sole	2025-04-18
2024-12-31	$285,831	986	+4.2%	Shares	Sole	2025-02-03
2024-09-30	$288,066	946	0.0%	Shares	Sole	2024-10-17
2024-06-30	$241,078	946	0.0%	Shares	Sole	2024-08-09
2024-03-31	$266,724	946	-0.3%	Shares	Sole	2024-04-19
2023-12-31	$281,387	949	+0.4%	Shares	Sole	2024-02-01
2023-09-30	$248,950	945	-18.0%	Shares	Sole	2024-01-10
2023-06-30	$344,066	1,153	+0.1%	Shares	Sole	2024-01-10
2023-03-31	$322,110	1,152	-12.7%	Shares	Sole	2024-01-10
2022-12-31	$347,859	1,320	+0.1%	Shares	Sole	2024-01-10
2022-09-30	$304,346	1,319	+0.2%	Shares	Sole	2024-01-10
2022-06-30	$325,140	1,317	+0.1%	Shares	Sole	2024-01-10
2022-03-31	$325,420	1,316	0.0%	Shares	Sole	2024-01-10
2021-12-31	$352,780	1,316	0.0%	Shares	Sole	2024-01-10
2021-09-30	$317,300	1,316	0.0%	Shares	Sole	2024-01-10
2021-06-30	$303,982	1,316	-99.6%	Shares	Sole	2024-01-10
2021-03-31	$1,316	294,888	+22307.9%	Shares	Sole	2024-01-10
2020-12-31	$282,387	1,316	+36.1%	Shares	Sole	2024-01-10
2020-09-30	$212,246	967	0.0%	Shares	Sole	2024-01-10
2020-06-30	$178,382	967	0.0%	Shares	Sole	2024-01-10
2020-03-31	$159,893	967	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.