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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2026
Tucker Asset Management
Colorado
$747K -$76.5K -263 -9%
MFS
2027
Mirabella Financial Services
United Kingdom
$745K +$769K +2,643 New
PI
2028
PineBridge Investments
New York
$743K +$355K +1,222 +86%
KA
2029
Klingman & Associates
New York
$740K +$36.9K +127 +5%
AI
2030
Arrien Investments
Idaho
$739K -$11.3K -39 -1%
GA
2031
Geller Advisors
New York
$738K +$36.4K +125 +5%
VPP
2032
Vertex Planning Partners
Illinois
$736K -$105K -362 -12%
LA
2033
Latitude Advisors
Florida
$734K +$582 +2 +0.1%
HI
2034
Hudock Inc
Pennsylvania
$734K +$2.33K +8 +0.3%
TA
2035
TCM Advisors
West Virginia
$733K – – –
SMH
2036
Sanders Morris Harris
Texas
$733K +$756K +2,600 New
DFG
2037
Delta Financial Group
New Jersey
$733K +$8.72K +30 +1%
TCOTS
2038
Trust Company of the South
North Carolina
$733K -$266K -913 -26%
GPW
2039
Gray Private Wealth
Massachusetts
$733K +$756K +2,598 New
DS
2040
DRW Securities
Illinois
$731K +$756K +2,598 New
DIM
2041
Delta Investment Management
California
$729K +$50.6K +174 +7%
WF
2042
WoodTrust Financial
Wisconsin
$728K +$2.04K +7 +0.3%
SOAMC
2043
Spirit of America Management Corp
New York
$727K – – –
WP
2044
Waycross Partners
Kentucky
$727K – – –
SIS
2045
Sound Income Strategies
Florida
$727K +$286K +984 +62%
TFG
2046
Taylor Financial Group
Virginia
$726K – – –
EA
2047
Everpar Advisors
Oklahoma
$725K -$171K -588 -19%
SFG
2048
Summit Financial Group
West Virginia
$725K – – –
ACG
2049
Allen Capital Group
Nebraska
$723K +$23.8K +82 +3%
W
2050
Wealthquest
Ohio
$723K -$20.1K -69 -3%
80 81
82
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