Position in MCD
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$44,871
+$11,928 QoQ
Shares Held
166
+56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,328
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, 2026Copia Wealth Management holds $230,342 across 4 Restaurants names. MCD ranks #3 (19.5% of the industry book) .
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,871 | 166 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $32,943 | 106 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $32,396 | 106 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,212 | 106 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $30,970 | 106 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $33,111 | 106 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $30,728 | 106 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||