Mascoma Wealth Management LLC

Position in MCD — Mcdonalds Corp

CIK 1695664 HANOVER, NH

Position in MCD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$170,295

-$32,961 QoQ

Shares Held

630

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#3,190

of 3,447 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Consumer Cyclical · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $212,981 across 4 Restaurants names. MCD ranks #1 (80.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	630	$170,295
2	SBUX	Starbucks Corp	406	$41,489
3	BROS	Dutch Bros Inc.	10	$718
4	YUM	Yum Brands Inc	3	$479

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$170,295	630	-3.7%	Shares	Sole	2026-07-24
2026-03-31	$203,256	654	0.0%	Shares	Sole	2026-04-30
2025-12-31	$199,882	654	0.0%	Shares	Sole	2026-02-04
2025-09-30	$198,744	654	-5.9%	Shares	Sole	2025-10-28
2025-06-30	$203,058	695	0.0%	Shares	Sole	2025-07-22
2025-03-31	$217,097	695	0.0%	Shares	Sole	2025-04-24
2024-12-31	$201,473	695	0.0%	Shares	Sole	2025-02-10
2024-09-30	$211,634	695	0.0%	Shares	Sole	2024-11-05
2024-06-30	$177,113	695	-16.3%	Shares	Sole	2024-08-02
2024-03-31	$234,018	830	-1.5%	Shares	Sole	2024-05-02
2023-12-31	$249,957	843	0.0%	Shares	Sole	2024-01-24
2023-09-30	$222,079	843	+22.2%	Shares	Sole	2023-10-13
2023-06-30	$205,902	690	-7.8%	Shares	Sole	2023-08-09
2023-03-31	$209,148	748	-31.9%	Shares	Sole	2023-05-01
2022-09-30	$253,352	1,098	0.0%	Shares	Sole	2022-10-18
2022-06-30	$271,074	1,098	+3.3%	Shares	Sole	2022-07-14
2022-03-31	$262,858	1,063	+5.4%	Shares	Sole	2022-04-25
2021-12-31	$270,482	1,009	0.0%	Shares	Sole	2022-01-21
2021-09-30	$243,279	1,009	+13.8%	Shares	Sole	2021-10-06
2021-06-30	$204,888	887	+10.9%	Shares	Sole	2021-07-06
2021-03-31	$179,312	800	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.