Tulsa Wealth Advisors, INC

Position in MCD — Mcdonalds Corp

CIK 2114442 TULSA, OK

Position in MCD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$285,447

-$30,937 QoQ

Shares Held

1,056

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,823

of 3,448 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Tulsa Wealth Advisors, INC holds $5,775,219 across 3 Restaurants names. MCD ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	24,627	$5,073,408
2	CMG	Chipotle Mexican Grill Inc	12,246	$416,364
3	MCD	Mcdonalds Corp This page	1,056	$285,447

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,447	1,056	+3.7%	Shares	Sole	2026-08-06
2026-03-31	$316,384	1,018	-57.7%	Shares	Sole	2026-05-11
2025-12-31	$736,262	2,409	—	Shares	Sole	2026-03-03
No filing history on record for this holder in this stock.