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Retirement Wealth Solutions LLC

Pension

Position in MCD — Mcdonalds Corp

CIK 2044741 MARSHFIELD, WI

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, 2026

Retirement Wealth Solutions LLC holds $125,270 across 7 Restaurants names. MCD ranks #1 (82.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
This page
381 $102,988

All Filings in MCD

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $102,988 381
2026-03-31 $128,667 414
2025-12-31 $146,396 479
2025-09-30 $145,259 478
2025-06-30 $139,365 477
2025-03-31 $148,688 476
2024-12-31 $137,407 474