VALLEY WEALTH MANAGERS, INC.

Position in MCD — Mcdonalds Corp

CIK 924166 PARAMUS, NJ

Position in MCD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,744,604

-$376,160 QoQ

Shares Held

13,853

+4.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#952

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Consumer Cyclical · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $30,667,460 across 4 Restaurants names. MCD ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	105,180	$21,668,131
2	SBUX	Starbucks Corp	51,296	$5,241,937
3	MCD	Mcdonalds Corp This page	13,853	$3,744,604
4	YUM	Yum Brands Inc	80	$12,788

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,744,604	13,853	+4.5%	Shares	Defined	2026-08-04
2026-03-31	$4,120,764	13,259	+0.6%	Shares	Defined	2026-05-06
2025-12-31	$4,026,674	13,175	+2.1%	Shares	Defined	2026-02-04
2025-09-30	$3,920,788	12,902	+2.9%	Shares	Defined	2025-11-03
2025-06-30	$3,664,979	12,544	+1.8%	Shares	Defined	2025-08-06
2025-03-31	$3,847,461	12,317	+1.5%	Shares	Defined	2025-05-07
2024-12-31	$3,517,524	12,134	-8.9%	Shares	Defined	2025-01-31
2024-09-30	$4,055,768	13,319	-1.5%	Shares	Sole	2024-11-06
2024-06-30	$3,446,200	13,523	-4.1%	Shares	Defined	2024-08-08
2024-03-31	$3,975,212	14,099	-6.7%	Shares	Defined	2024-05-03
2023-12-31	$4,482,044	15,116	-4.0%	Shares	Defined	2024-02-07
2023-09-30	$4,150,233	15,754	-2.9%	Shares	Defined	2023-11-09
2023-06-30	$4,839,314	16,217	-6.1%	Shares	Defined	2023-07-28
2023-03-31	$4,828,585	17,269	-1.7%	Shares	Sole	2023-05-03
2022-12-31	$4,630,749	17,572	-0.3%	Shares	Defined	2023-02-01
2022-09-30	$4,065,868	17,621	-0.8%	Shares	Defined	2022-11-09
2022-06-30	$4,386,563	17,768	+0.5%	Shares	Defined	2022-11-16
2022-03-31	$4,370,179	17,673	+7.8%	Shares	Other	2022-05-02
2021-12-31	$4,393,398	16,389	-0.6%	Shares	Sole	2022-02-02
2021-09-30	$3,976,867	16,494	+1.3%	Shares	Sole	2021-11-01
2021-06-30	$3,759,361	16,275	+6.4%	Shares	Sole	2021-08-03
2021-03-31	$3,427,324	15,291	+12.1%	Shares	Sole	2021-04-22
2020-12-31	$2,926,012	13,636	+5.1%	Shares	Sole	2021-02-02
2020-09-30	$2,846,564	12,969	-10.0%	Shares	Sole	2020-11-03
2020-06-30	$2,656,736	14,402	-0.9%	Shares	Sole	2020-07-28
2020-03-31	$2,401,873	14,526	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.