Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$144,075
-$27,791 QoQ
Shares Held
533
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#3,206
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, 2026Private Wealth Management Group, LLC holds $300,660 across 11 Restaurants names. MCD ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
533 | $144,075 | |
| 2 | SBUX |
Starbucks Corp
|
1,058 | $108,117 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
200 | $14,502 | |
| 4 | DPZ |
Dominos Pizza Inc
|
27 | $7,993 | |
| 5 | YUM |
Yum Brands Inc
|
47 | $7,513 | |
| 6 | SHAK |
Shake Shack Inc.
|
100 | $5,602 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
18 | $3,478 | |
| 8 | WING |
Wingstop Inc.
|
20 | $3,468 |
All Filings in MCD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,075 | 533 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $171,866 | 553 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $173,292 | 567 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $172,305 | 567 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $170,919 | 585 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $186,172 | 596 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $172,774 | 596 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $176,006 | 578 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $146,533 | 575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $189,188 | 671 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $199,254 | 672 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||