Whipplewood Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 2052510 LITTLETON, CO

Position in MCD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$899,591

-$173,877 QoQ

Shares Held

3,328

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#1,867

of 3,443 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $909,473 across 4 Restaurants names. MCD ranks #1 (98.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	3,328	$899,591
2	DRI	Darden Restaurants Inc	24	$4,944
3	TXRH	Texas Roadhouse, Inc.	15	$2,898
4	CMG	Chipotle Mexican Grill Inc	60	$2,040

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,591	3,328	-3.6%	Shares	Sole	2026-07-27
2026-03-31	$1,073,468	3,454	-23.3%	Shares	Sole	2026-04-30
2025-12-31	$1,375,640	4,501	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$1,366,593	4,497	-5.6%	Shares	Sole	2025-11-06
2025-06-30	$1,391,604	4,763	-0.7%	Shares	Other	2025-07-31
2025-03-31	$91,211	4,797	0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,390,600	4,797	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.