Bernard Wealth Management Corp.

Position in MCD — Mcdonalds Corp

CIK 2056313 ROYAL OAK, MI

Position in MCD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,215

+$103 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Bernard Wealth Management Corp. holds $187,070 across 7 Restaurants names. MCD ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	YUM	Yum Brands Inc	712	$110,701
2	BROS	Dutch Bros Inc.	815	$41,287
3	YUMC	Yum China Holdings, Inc.	324	$15,804
4	MCD	Mcdonalds Corp This page	20	$6,215
5	DPZ	Dominos Pizza Inc	13	$4,664
6	SBUX	Starbucks Corp	50	$4,479
7	DRI	Darden Restaurants Inc	20	$3,920

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,215	20	0.0%	Shares	Sole	2026-05-15
2025-12-31	$6,112	20	0.0%	Shares	Sole	2026-01-15
2025-09-30	$6,077	20	0.0%	Shares	Sole	2025-10-14
2025-06-30	$5,843	20	-55.6%	Shares	Sole	2025-07-24
2025-03-31	$14,056	45	+80.0%	Shares	Sole	2025-04-16
2024-12-31	$7,247	25	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.