Position in MCD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$308,153
-$77,226 QoQ
Shares Held
1,140
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,758
of 3,443 holders
Holding Since
Dec 2023
11 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $308,153 across 1 Restaurants name. MCD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
1,140 | $308,153 |
All Filings in MCD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,153 | 1,140 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $385,379 | 1,240 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $371,951 | 1,217 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $354,031 | 1,165 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $344,176 | 1,178 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $313,931 | 1,005 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $328,445 | 1,133 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $341,051 | 1,120 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $265,288 | 1,041 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $322,268 | 1,143 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $418,375 | 1,411 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||