Position in MCD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$953,383
-$127,855 QoQ
Shares Held
3,527
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#285
of 621 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, 20264WEALTH ADVISORS, INC. holds $1,360,221 across 2 Restaurants names. MCD ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
3,527 | $953,383 | |
| 2 | PTLO |
Portillo's Inc.
|
85,831 | $406,838 |
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,383 | 3,527 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,081,238 | 3,479 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,062,675 | 3,477 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,026,540 | 3,378 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $936,697 | 3,206 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,006,456 | 3,222 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $886,483 | 3,058 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||