INDEPENDENT FINANCIAL GROUP, LLC

Position in MCD — Mcdonalds Corp

CIK 275484 SAN DIEGO, CA

Position in MCD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,893,004

-$197,924 QoQ

Shares Held

14,402

+9.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#927

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $12,516,547 across 7 Restaurants names. MCD ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	45,012	$4,599,776
2	MCD	Mcdonalds Corp This page	14,402	$3,893,004
3	BROS	Dutch Bros Inc.	24,394	$1,751,733
4	CMG	Chipotle Mexican Grill Inc	25,776	$876,384
5	YUM	Yum Brands Inc	4,669	$746,386
6	EAT	Brinker International, Inc	3,350	$562,800
7	WEN	Wendy's Co	10,430	$86,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,893,004	14,402	+9.4%	Shares	Sole	2026-07-15
2026-03-31	$4,090,928	13,163	-1.2%	Shares	Sole	2026-05-15
2025-12-31	$4,072,825	13,326	+0.7%	Shares	Sole	2026-05-15
2025-09-30	$4,021,376	13,233	+1.8%	Shares	Sole	2026-05-15
2025-06-30	$3,799,378	13,004	-16.2%	Shares	Sole	2026-05-15
2025-03-31	$4,847,045	15,517	+38.5%	Shares	Sole	2026-05-19
2024-12-31	$3,248,797	11,207	+1.2%	Shares	Sole	2026-06-12
2024-09-30	$3,373,361	11,078	+56.9%	Shares	Sole	2026-06-12
2024-06-30	$1,799,425	7,061	-13.5%	Shares	Sole	2026-06-12
2024-03-31	$2,302,685	8,167	-12.5%	Shares	Sole	2026-06-12
2023-12-31	$2,766,438	9,330	+19.0%	Shares	Sole	2026-06-12
2023-09-30	$2,066,159	7,843	-8.0%	Shares	Sole	2026-06-12
2023-06-30	$2,544,243	8,526	+4.4%	Shares	Sole	2026-06-12
2023-03-31	$2,283,574	8,167	+15.2%	Shares	Sole	2026-06-12
2022-12-31	$1,868,954	7,092	-1.8%	Shares	Sole	2026-06-15
2022-09-30	$1,666,173	7,221	-1.2%	Shares	Sole	2026-06-15
2022-06-30	$1,804,445	7,309	-20.7%	Shares	Sole	2026-06-12
2022-03-31	$2,280,416	9,222	+19.1%	Shares	Sole	2026-06-12
2021-12-31	$2,076,202	7,745	+54.9%	Shares	Sole	2026-06-15
2021-09-30	$1,205,308	4,999	+27.8%	Shares	Sole	2026-06-15
2021-06-30	$903,632	3,912	+0.3%	Shares	Sole	2026-06-15
2021-03-31	$873,921	3,899	-41.9%	Shares	Sole	2026-06-15
2020-12-31	$1,439,188	6,707	0.0%	Shares	Sole	2026-06-15
2020-09-30	$1,472,119	6,707	+6.1%	Shares	Sole	2026-06-15
2020-06-30	$1,165,850	6,320	+2.8%	Shares	Sole	2026-06-15
2020-03-31	$1,016,902	6,150	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.