Position in MCD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$155,968
+$106,864 QoQ
Shares Held
577
+265.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,195
of 3,443 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $189,195 across 6 Restaurants names. MCD ranks #1 (82.4% of the industry book) .
All Filings in MCD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,968 | 577 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $49,104 | 158 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $40,343 | 132 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $28,565 | 94 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,879 | 92 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $24,364 | 78 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $16,813 | 58 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $17,661 | 58 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $14,525 | 57 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $16,071 | 57 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $16,901 | 57 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||