Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$65,955
-$32,876 QoQ
Shares Held
244
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,301
of 3,448 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $299,291 across 6 Restaurants names. MCD ranks #3 (22.0% of the industry book) .
All Filings in MCD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,955 | 244 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $98,831 | 318 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,605 | 303 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $80,226 | 264 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $77,132 | 264 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $76,218 | 244 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $70,733 | 244 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||