Position in MCD
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,675,779
+$336,509 QoQ
Shares Held
5,392
+23.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026EVOLVE PRIVATE WEALTH, LLC holds $5,699,332 across 9 Restaurants names. MCD ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
5,392 | $1,675,779 | |
| 2 | SBUX |
Starbucks Corp
|
13,496 | $1,209,106 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
5,902 | $974,656 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
19,165 | $613,471 | |
| 5 | CNNE |
Cannae Holdings, Inc.
|
30,695 | $349,002 | |
| 6 | DPZ |
Dominos Pizza Inc
|
864 | $309,994 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,436 | $281,513 | |
| 8 | YUM |
Yum Brands Inc
|
1,328 | $206,477 |
All Filings in MCD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,675,779 | 5,392 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,339,270 | 4,382 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||