Optimize Financial Inc

Position in MCD — Mcdonalds Corp

CIK 2033266 LAGUNA HILLS, CA

Position in MCD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$606,972

+$20,163 QoQ

Shares Held

1,953

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Optimize Financial Inc holds $2,904,335 across 5 Restaurants names. MCD ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EAT	Brinker International, Inc	4,753	$678,585
2	YUM	Yum Brands Inc	4,004	$622,541
3	MCD	Mcdonalds Corp This page	1,953	$606,972
4	DPZ	Dominos Pizza Inc	1,569	$562,941
5	WING	Wingstop Inc.	2,796	$433,296

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$606,972	1,953	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$586,809	1,920	+1.3%	Shares	Sole	2026-02-09
2025-09-30	$576,175	1,896	-16.0%	Shares	Sole	2025-11-05
2025-06-30	$659,427	2,257	-0.7%	Shares	Sole	2025-08-13
2025-03-31	$710,017	2,273	+24.8%	Shares	Sole	2025-05-19
2024-12-31	$528,179	1,822	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.