Community Financial Services Group, LLC

Position in MCD — Mcdonalds Corp

CIK 1537319 NEWPORT, VT

Position in MCD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,141,565

-$492,435 QoQ

Shares Held

19,021

+4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#802

of 3,448 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Community Financial Services Group, LLC holds $5,240,687 across 5 Restaurants names. MCD ranks #1 (98.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	19,021	$5,141,565
2	SBUX	Starbucks Corp	525	$53,649
3	YUM	Yum Brands Inc	140	$22,380
4	DRI	Darden Restaurants Inc	95	$19,570
5	WEN	Wendy's Co	425	$3,523

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,141,565	19,021	+4.9%	Shares	Defined	2026-07-09
2026-03-31	$5,634,000	18,128	+1.1%	Shares	Defined	2026-04-08
2025-12-31	$5,477,805	17,923	-1.5%	Shares	Sole	2026-01-15
2025-09-30	$5,532,316	18,205	+2.5%	Shares	Sole	2025-10-21
2025-06-30	$5,191,275	17,768	+2.6%	Shares	Sole	2025-07-18
2025-03-31	$5,410,560	17,321	+3.5%	Shares	Sole	2025-04-23
2024-12-31	$4,850,438	16,732	+4.8%	Shares	Sole	2025-01-29
2024-09-30	$4,862,719	15,969	+3.4%	Shares	Sole	2024-10-21
2024-06-30	$3,934,474	15,439	+5.5%	Shares	Sole	2024-07-25
2024-03-31	$4,126,619	14,636	+250.1%	Shares	Sole	2024-04-23
2023-09-30	$1,101,179	4,180	+94.4%	Shares	Sole	2023-11-07
2021-12-31	$576,350	2,150	-5.0%	Shares	Sole	2022-03-10
2021-09-30	$545,390	2,262	-2.8%	Shares	Sole	2021-11-09
2021-06-30	$537,744	2,328	—	Shares	Sole	2021-07-23
No filing history on record for this holder in this stock.