Position in MCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$123,261
+$84,413 QoQ
Shares Held
456
+264.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,241
of 3,448 holders
Holding Since
Sep 2023
11 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, 2026Provenance Wealth Advisors, LLC holds $137,864 across 8 Restaurants names. MCD ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
456 | $123,261 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
103 | $7,468 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
16 | $3,091 | |
| 4 | DRI |
Darden Restaurants Inc
|
5 | $1,030 | |
| 5 | DPZ |
Dominos Pizza Inc
|
3 | $888 | |
| 6 | YUM |
Yum Brands Inc
|
5 | $799 | |
| 7 | SBUX |
Starbucks Corp
|
7 | $715 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
18 | $612 |
All Filings in MCD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,261 | 456 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,848 | 125 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $30,563 | 100 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $37,986 | 125 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,521 | 125 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $218,971 | 701 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $778,354 | 2,685 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $38,063 | 125 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $7,048 | 25 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $22,238 | 75 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $19,758 | 75 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||