Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$181,648
-$27,202 QoQ
Shares Held
672
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,182
of 3,447 holders
Holding Since
Dec 2024
6 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $545,587 across 6 Restaurants names. MCD ranks #2 (33.3% of the industry book) .
All Filings in MCD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,648 | 672 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $208,850 | 672 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $205,383 | 672 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $213,634 | 703 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $196,338 | 672 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $161,178 | 556 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||