Position in MCD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,133,409
-$124,358 QoQ
Shares Held
4,193
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,692
of 3,443 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, 2026Aventura Private Wealth, LLC holds $1,463,253 across 6 Restaurants names. MCD ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
4,193 | $1,133,409 | |
| 2 | SBUX |
Starbucks Corp
|
998 | $101,985 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
2,890 | $98,260 | |
| 4 | DRI |
Darden Restaurants Inc
|
403 | $83,022 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
401 | $29,076 | |
| 6 | CAVA |
Cava Group, Inc.
|
223 | $17,501 |
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,409 | 4,193 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,257,767 | 4,047 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,292,203 | 4,228 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,385,738 | 4,560 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $1,315,933 | 4,504 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $1,562,162 | 5,001 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $1,356,395 | 4,679 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||