Kozak & Associates, Inc.

Position in MCD — Mcdonalds Corp

CIK 1764970 HIGHLANDS RANCH, CO

Position in MCD

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$549,269

-$77,905 QoQ

Shares Held

2,032

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,266

of 3,448 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Kozak & Associates, Inc. holds $1,171,565 across 4 Restaurants names. MCD ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	2,032	$549,269
2	DRI	Darden Restaurants Inc	2,604	$536,450
3	CMG	Chipotle Mexican Grill Inc	1,500	$51,000
4	SBUX	Starbucks Corp	341	$34,846

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,269	2,032	+0.7%	Shares	Sole	2026-07-02
2026-03-31	$627,174	2,018	+0.5%	Shares	Sole	2026-04-14
2025-12-31	$613,399	2,007	-14.6%	Shares	Sole	2026-01-12
2025-09-30	$713,837	2,349	+0.6%	Shares	Sole	2025-11-18
2025-06-30	$682,509	2,336	+0.6%	Shares	Sole	2025-07-10
2025-03-31	$725,323	2,322	+0.4%	Shares	Sole	2025-04-15
2024-12-31	$670,225	2,312	+1.2%	Shares	Sole	2025-01-06
2024-09-30	$695,805	2,285	-0.9%	Shares	Sole	2024-10-17
2024-06-30	$587,406	2,305	+0.7%	Shares	Sole	2024-07-05
2024-03-31	$645,665	2,290	-7.3%	Shares	Sole	2024-05-17
2023-12-31	$732,379	2,470	-17.4%	Shares	Sole	2024-01-17
2023-09-30	$788,212	2,992	-7.6%	Shares	Sole	2023-10-17
2023-06-30	$965,953	3,237	+0.3%	Shares	Sole	2023-07-05
2023-03-31	$902,581	3,228	-0.6%	Shares	Sole	2023-04-03
2022-12-31	$855,945	3,248	-2.8%	Shares	Sole	2023-01-03
2022-09-30	$770,902	3,341	+2.6%	Shares	Sole	2022-10-12
2022-06-30	$803,841	3,256	+4.1%	Shares	Sole	2022-10-12
2022-03-31	$773,491	3,128	0.0%	Shares	Sole	2022-05-26
2021-12-31	$838,522	3,128	+2.1%	Shares	Sole	2022-03-11
2021-09-30	$739,002	3,065	+1.4%	Shares	Sole	2021-11-16
2020-12-31	$648,675	3,023	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.