Position in MCD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,762,838
+$137,285 QoQ
Shares Held
10,221
+21.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#1,113
of 3,448 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $5,752,066 across 3 Restaurants names. MCD ranks #1 (48.0% 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 | $2,762,838 | 10,221 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,625,553 | 8,448 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,461,849 | 8,055 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,297,104 | 7,559 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,086,970 | 7,143 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,040,713 | 6,533 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,666,867 | 5,750 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,740,579 | 5,716 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,345,045 | 5,278 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,409,186 | 4,998 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,390,928 | 4,691 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||