SAGESPRING WEALTH PARTNERS, LLC

Position in MCD — Mcdonalds Corp

CIK 2056425 FRANKLIN, TN

Position in MCD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,888,973

-$1,714,504 QoQ

Shares Held

21,786

-11.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#733

of 3,448 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SAGESPRING WEALTH PARTNERS, LLC holds $10,987,701 across 5 Restaurants names. MCD ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	21,786	$5,888,973
2	DRI	Darden Restaurants Inc	9,875	$2,034,348
3	SBUX	Starbucks Corp	15,628	$1,597,025
4	YUM	Yum Brands Inc	4,944	$790,347
5	CMG	Chipotle Mexican Grill Inc	19,912	$677,008

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,888,973	21,786	-11.0%	Shares	Sole	2026-08-03
2026-03-31	$7,603,477	24,465	+3.6%	Shares	Sole	2026-05-07
2025-12-31	$7,220,508	23,625	+8.3%	Shares	Sole	2026-01-07
2025-09-30	$6,631,791	21,823	+12.3%	Shares	Sole	2025-10-31
2025-06-30	$5,678,323	19,435	+12.8%	Shares	Sole	2025-07-28
2025-03-31	$5,380,885	17,226	+22.9%	Shares	Sole	2025-04-17
2024-12-31	$4,062,518	14,014	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.