Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,119,083
-$170,384 QoQ
Shares Held
4,140
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.77%
of 13F equity value
Holder Rank
#1,701
of 3,448 holders
Holding Since
Dec 2024
7 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, 2026Clark Wealth Partners holds $1,132,398 across 5 Restaurants names. MCD ranks #1 (98.8% of the industry book) .
All Filings in MCD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119,083 | 4,140 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,289,467 | 4,149 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,375,335 | 4,500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,367,505 | 4,500 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,292,852 | 4,425 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $1,381,300 | 4,422 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $1,281,023 | 4,419 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||