Position in MCD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$171,106
-$17,543 QoQ
Shares Held
633
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#3,185
of 3,443 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $327,967 across 4 Restaurants names. MCD ranks #1 (52.2% of the industry book) .
All Filings in MCD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,106 | 633 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $188,649 | 607 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $133,560 | 437 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $115,782 | 381 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $115,699 | 396 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||