Position in MCD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$20,543
-$3,077 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,380
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, 2026Valued Wealth Advisors LLC holds $67,224 across 9 Restaurants names. MCD ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
76 | $20,543 | |
| 2 | SBUX |
Starbucks Corp
|
160 | $16,350 | |
| 3 | DRI |
Darden Restaurants Inc
|
75 | $15,450 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
117 | $3,978 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
49 | $3,897 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
14 | $2,705 | |
| 7 | BJRI |
BJs RESTAURANTS INC
|
30 | $1,822 | |
| 8 | EAT |
Brinker International, Inc
|
10 | $1,680 |
All Filings in MCD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,543 | 76 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $23,620 | 76 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $17,726 | 58 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $16,410 | 54 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,238 | 59 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $16,867 | 54 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,654 | 54 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,311 | 47 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $12,232 | 48 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,687 | 45 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,895 | 30 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||