Atlantic Edge Private Wealth Management, LLC
Position in MCD — Mcdonalds Corp
CIK 2011145
JACKSONVILLE, FL
Position in MCD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$124,883
-$17,148 QoQ
Shares Held
462
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,232
of 3,443 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $3,219,853 across 5 Restaurants names. MCD ranks #2 (3.9% 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 | $124,883 | 462 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $142,031 | 457 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $98,412 | 322 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $58,346 | 192 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $56,096 | 192 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $57,476 | 184 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $53,339 | 184 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $56,029 | 184 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $33,129 | 130 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $36,653 | 130 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $38,546 | 130 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||