DIVERSIFY WEALTH MANAGEMENT, LLC

Position in MCD — Mcdonalds Corp

CIK 2030780 SANDY, UT

Position in MCD

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$9,124,043

-$220,790 QoQ

Shares Held

33,754

+12.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#578

of 3,448 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $14,263,458 across 5 Restaurants names. MCD ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	33,754	$9,124,043
2	BROS	Dutch Bros Inc.	31,512	$2,262,876
3	SBUX	Starbucks Corp	21,865	$2,234,384
4	YUM	Yum Brands Inc	2,676	$427,785
5	CMG	Chipotle Mexican Grill Inc	6,305	$214,370

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,124,043	33,754	+12.3%	Shares	Sole	2026-07-30
2026-03-31	$9,344,833	30,068	+80.1%	Shares	Sole	2026-05-01
2025-12-31	$5,101,881	16,693	-1.4%	Shares	Sole	2026-02-03
2025-09-30	$5,142,730	16,923	+6.0%	Shares	Sole	2025-11-12
2025-06-30	$4,664,201	15,964	+13.9%	Shares	Sole	2025-08-14
2025-03-31	$4,378,177	14,016	+15.4%	Shares	Sole	2025-05-01
2024-12-31	$3,520,714	12,145	+80.9%	Shares	Sole	2025-01-16
2024-09-30	$2,044,784	6,715	+13.3%	Shares	Sole	2024-10-25
2024-06-30	$1,510,691	5,928	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.