CBIZ Investment Advisory Services, LLC

Position in MCD — Mcdonalds Corp

CIK 1795934 INDEPENDENCE, OH

Position in MCD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$58,927

-$8,825 QoQ

Shares Held

218

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,311

of 3,448 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

CBIZ Investment Advisory Services, LLC holds $81,006 across 4 Restaurants names. MCD ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	218	$58,927
2	SBUX	Starbucks Corp	127	$12,978
3	WING	Wingstop Inc.	32	$5,549
4	DPZ	Dominos Pizza Inc	12	$3,552

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,927	218	0.0%	Shares	Sole	2026-08-13
2026-03-31	$67,752	218	-42.5%	Shares	Sole	2026-05-12
2025-12-31	$115,833	379	+0.8%	Shares	Sole	2026-02-09
2025-09-30	$114,262	376	-8.7%	Shares	Sole	2025-11-06
2025-06-30	$120,374	412	+14.1%	Shares	Sole	2025-08-11
2025-03-31	$112,765	361	-17.0%	Shares	Sole	2025-06-03
2024-12-31	$126,102	435	+1.4%	Shares	Sole	2025-02-10
2024-09-30	$130,634	429	0.0%	Shares	Sole	2024-11-12
2024-06-30	$109,326	429	-18.9%	Shares	Sole	2024-08-09
2024-03-31	$149,151	529	—	Shares	Sole	2024-05-13
2021-09-30	$48,222	200	0.0%	Principal	Sole	2021-11-12
2021-06-30	$46,198	200	0.0%	Principal	Sole	2021-08-16
2021-03-31	$44,828	200	0.0%	Principal	Sole	2021-05-17
2020-12-31	$42,916	200	0.0%	Principal	Sole	2021-02-16
2020-09-30	$43,898	200	0.0%	Principal	Sole	2020-11-13
2020-06-30	$36,894	200	0.0%	Principal	Sole	2020-08-14
2020-03-31	$33,070	200	—	Principal	Sole	2020-05-15
No filing history on record for this holder in this stock.