Position in MCD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$288,691
-$42,611 QoQ
Shares Held
1,068
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,815
of 3,448 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $634,375 across 2 Restaurants names. MCD ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
1,678 | $345,684 | |
| 2 | MCD |
Mcdonalds Corp
This page
|
1,068 | $288,691 |
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,691 | 1,068 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $331,302 | 1,066 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $324,884 | 1,063 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $321,211 | 1,057 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $308,239 | 1,055 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $334,860 | 1,072 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $289,600 | 999 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||