Wealth Enhancement Trust Services, Inc.
Position in MCD — Mcdonalds Corp
CIK 2067696
SIOUX FALLS, SD
Position in MCD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,601,316
-$202,197 QoQ
Shares Held
5,924
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,453
of 3,448 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $3,960,834 across 13 Restaurants names. MCD ranks #1 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
5,924 | $1,601,316 | |
| 2 | YUM |
Yum Brands Inc
|
9,159 | $1,464,157 | |
| 3 | SBUX |
Starbucks Corp
|
7,785 | $795,548 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
259 | $50,046 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
375 | $15,326 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
207 | $15,009 | |
| 7 | DRI |
Darden Restaurants Inc
|
59 | $12,154 | |
| 8 | BLMN |
Bloomin' Brands, Inc.
|
376 | $3,436 |
All Filings in MCD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,316 | 5,924 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,803,513 | 5,803 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $1,779,377 | 5,822 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||