Position in MCD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$441,686
-$63,658 QoQ
Shares Held
1,634
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,426
of 3,448 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $6,208,445 across 3 Restaurants names. MCD ranks #3 (7.1% of the industry book) .
All Filings in MCD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,686 | 1,634 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $505,344 | 1,626 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $432,466 | 1,415 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $495,948 | 1,632 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $718,446 | 2,459 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $640,670 | 2,051 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||