PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in MCD — Mcdonalds Corp

CIK 2145782 WALTHAM, MA

Position in MCD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$158,942

-$15,100 QoQ

Shares Held

588

+5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#3,195

of 3,448 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $387,902 across 4 Restaurants names. MCD ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	588	$158,942
2	DRI	Darden Restaurants Inc	630	$129,786
3	QSR	Restaurant Brands International Inc.	804	$58,298
4	SBUX	Starbucks Corp	400	$40,876

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$158,942	588	+5.0%	Shares	Sole	2026-08-07
2026-03-31	$174,042	560	0.0%	Shares	Sole	2026-08-07
2025-12-31	$171,152	560	-4.1%	Shares	Sole	2026-08-07
2025-09-30	$177,471	584	+0.2%	Shares	Sole	2026-08-07
2025-06-30	$170,335	583	+22.5%	Shares	Sole	2026-08-07
2025-03-31	$148,688	476	+14.7%	Shares	Sole	2026-08-07
2024-12-31	$120,304	415	+1.2%	Shares	Sole	2026-08-07
2024-09-30	$124,849	410	0.0%	Shares	Sole	2026-08-07
2024-06-30	$104,484	410	0.0%	Shares	Sole	2026-08-07
2024-03-31	$115,599	410	-66.6%	Shares	Sole	2026-08-07
2023-12-31	$364,114	1,228	+0.4%	Shares	Sole	2026-08-07
2023-09-30	$322,187	1,223	+0.3%	Shares	Sole	2026-08-07
2023-06-30	$363,761	1,219	+0.3%	Shares	Sole	2026-08-07
2023-03-31	$339,726	1,215	+0.4%	Shares	Sole	2026-08-07
2022-12-31	$318,871	1,210	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.