Ascentis Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 2032602 DALLAS, TX

Position in MCD

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

Position Value

$477,895

-$159,220 QoQ

Shares Held

1,768

-13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,369

of 3,443 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $1,546,314 across 4 Restaurants names. MCD ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	6,575	$671,867
2	MCD	Mcdonalds Corp This page	1,768	$477,895
3	DRI	Darden Restaurants Inc	1,582	$325,894
4	YUM	Yum Brands Inc	442	$70,658

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,895	1,768	-13.8%	Shares	Sole	2026-07-30
2026-03-31	$637,115	2,050	-38.3%	Shares	Sole	2026-04-28
2025-12-31	$1,014,658	3,320	-1.7%	Shares	Sole	2026-01-14
2025-09-30	$1,026,810	3,379	+11.5%	Shares	Sole	2025-10-24
2025-06-30	$885,536	3,031	+3.7%	Shares	Sole	2025-07-16
2025-03-31	$912,710	2,922	+78.9%	Shares	Sole	2025-04-21
2024-12-31	$473,379	1,633	+18.8%	Shares	Sole	2025-01-10
2024-09-30	$418,692	1,375	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.