Position in MCD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$195,434
-$23,983 QoQ
Shares Held
723
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,194
of 3,470 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, 2026Rialto Wealth Management, LLC holds $226,885 across 14 Restaurants names. MCD ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
723 | $195,434 | |
| 2 | SBUX |
Starbucks Corp
|
72 | $7,357 | |
| 3 | SHAK |
Shake Shack Inc.
|
100 | $5,602 | |
| 4 | DRI |
Darden Restaurants Inc
|
21 | $4,326 | |
| 5 | YUM |
Yum Brands Inc
|
19 | $3,037 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
27 | $2,147 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
11 | $2,125 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
48 | $1,632 |
All Filings in MCD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,434 | 723 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $219,417 | 706 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $207,217 | 678 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $205,429 | 676 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $197,214 | 675 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $209,912 | 672 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $337,431 | 1,164 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||