Position in MCD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$700,102
-$224,498 QoQ
Shares Held
2,590
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,057
of 3,448 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WESTCO ADVISORY SERVICES INC /ADV holds $1,027,451 across 2 Restaurants names. MCD ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
2,590 | $700,102 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,589 | $327,349 |
All Filings in MCD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,102 | 2,590 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $924,600 | 2,975 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $909,249 | 2,975 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||