Position in MCD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$102,988
-$25,679 QoQ
Shares Held
381
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#3,256
of 3,443 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, 2026Retirement Wealth Solutions LLC holds $125,270 across 7 Restaurants names. MCD ranks #1 (82.2% of the industry book) .
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,988 | 381 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $128,667 | 414 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $146,396 | 479 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $145,259 | 478 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $139,365 | 477 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $148,688 | 476 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $137,407 | 474 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||