Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,020,296
-$338,910 QoQ
Shares Held
7,474
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,282
of 3,448 holders
Holding Since
Mar 2024
10 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, 2026Gen-Wealth Partners Inc holds $3,114,648 across 2 Restaurants names. MCD ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
7,474 | $2,020,296 | |
| 2 | SBUX |
Starbucks Corp
|
10,709 | $1,094,352 |
All Filings in MCD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,296 | 7,474 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,359,206 | 7,591 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,325,844 | 7,610 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,401,034 | 7,901 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,193,904 | 7,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,426,802 | 7,769 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,227,224 | 7,683 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,303,618 | 7,565 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,818,793 | 7,137 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,844,516 | 6,542 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||