Centerpoint Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1733788 NEEDHAM, MA

Position in MCD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$34,059

-$5,100 QoQ

Shares Held

126

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,353

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $82,466 across 5 Restaurants names. MCD ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	126	$34,059
2	CMG	Chipotle Mexican Grill Inc	575	$19,550
3	WING	Wingstop Inc.	86	$14,913
4	DPZ	Dominos Pizza Inc	44	$13,025
5	SBUX	Starbucks Corp	9	$919

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,059	126	0.0%	Shares	Sole	2026-08-05
2026-03-31	$39,159	126	-40.3%	Shares	Sole	2026-05-07
2025-12-31	$64,487	211	-5.0%	Shares	Sole	2026-02-13
2025-09-30	$67,463	222	+20.7%	Shares	Sole	2025-11-06
2025-06-30	$53,759	184	+6.4%	Shares	Sole	2025-08-01
2025-03-31	$54,040	173	-44.7%	Shares	Sole	2025-05-13
2024-12-31	$90,735	313	0.0%	Shares	Sole	2025-01-31
2024-09-30	$95,311	313	+45.6%	Shares	Sole	2024-10-15
2024-06-30	$54,790	215	-20.7%	Shares	Sole	2024-07-30
2024-03-31	$76,408	271	-97.8%	Shares	Sole	2024-05-02
2023-12-31	$3,711,712	12,518	-0.0%	Shares	Sole	2024-01-16
2023-09-30	$3,298,795	12,522	0.0%	Shares	Sole	2023-11-01
2023-06-30	$3,736,690	12,522	-0.6%	Shares	Sole	2023-07-17
2023-03-31	$3,523,086	12,600	+1.4%	Shares	Sole	2023-05-03
2022-12-31	$3,273,569	12,422	0.0%	Shares	Sole	2023-01-24
2022-09-30	$2,866,252	12,422	0.0%	Shares	Sole	2022-10-13
2022-06-30	$3,066,743	12,422	0.0%	Shares	Sole	2022-07-18
2022-03-31	$3,071,712	12,422	0.0%	Shares	Sole	2022-04-27
2021-12-31	$3,329,965	12,422	-0.6%	Shares	Sole	2022-01-14
2021-09-30	$3,011,946	12,492	0.0%	Shares	Sole	2021-10-25
2021-06-30	$2,885,527	12,492	+0.9%	Shares	Sole	2021-07-26
2021-03-31	$2,774,180	12,377	0.0%	Shares	Sole	2021-04-23
2020-12-31	$2,655,856	12,377	-0.4%	Shares	Sole	2021-01-22
2020-09-30	$2,726,285	12,421	0.0%	Shares	Sole	2020-10-13
2020-06-30	$2,291,301	12,421	0.0%	Shares	Sole	2020-07-31
2020-03-31	$2,053,812	12,421	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.