Center for Financial Planning, Inc.

Position in MCD — Mcdonalds Corp

CIK 1803557 SOUTHFIED, MI

Position in MCD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,432,643

-$214,544 QoQ

Shares Held

5,300

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,524

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $2,713,531 across 7 Restaurants names. MCD ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	5,300	$1,432,643
2	DRI	Darden Restaurants Inc	2,632	$542,218
3	YUM	Yum Brands Inc	2,457	$392,776
4	CMG	Chipotle Mexican Grill Inc	7,142	$242,828
5	YUMC	Yum China Holdings, Inc.	2,150	$87,870
6	SBUX	Starbucks Corp	131	$13,386
7	PTLO	Portillo's Inc.	382	$1,810

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,432,643	5,300	0.0%	Shares	Sole	2026-07-21
2026-03-31	$1,647,187	5,300	-1.4%	Shares	Sole	2026-05-04
2025-12-31	$1,643,372	5,377	+2.0%	Shares	Sole	2026-02-05
2025-09-30	$1,601,500	5,270	+6.1%	Shares	Sole	2025-11-06
2025-06-30	$1,451,500	4,968	-2.4%	Shares	Sole	2025-08-04
2025-03-31	$1,590,588	5,092	-1.4%	Shares	Sole	2025-04-22
2024-12-31	$1,496,991	5,164	-1.1%	Shares	Sole	2025-01-30
2024-09-30	$1,589,846	5,221	+59.2%	Shares	Sole	2024-10-16
2024-06-30	$835,875	3,280	0.0%	Shares	Sole	2024-07-18
2024-03-31	$924,796	3,280	+2.6%	Shares	Sole	2024-04-25
2023-12-31	$947,942	3,197	0.0%	Shares	Sole	2024-01-29
2023-09-30	$842,217	3,197	+1.5%	Shares	Sole	2023-10-24
2023-06-30	$939,991	3,150	-5.4%	Shares	Sole	2023-08-09
2023-03-31	$930,821	3,329	-2.2%	Shares	Sole	2023-05-02
2022-12-31	$897,319	3,405	-4.0%	Shares	Sole	2023-01-27
2022-09-30	$818,434	3,547	+1.1%	Shares	Sole	2022-10-14
2022-06-30	$866,055	3,508	-0.1%	Shares	Sole	2022-08-12
2022-03-31	$867,952	3,510	-6.0%	Shares	Sole	2022-05-03
2021-12-31	$1,001,509	3,736	+1.9%	Shares	Sole	2022-02-08
2021-09-30	$883,668	3,665	-8.2%	Shares	Sole	2021-11-17
2021-06-30	$922,112	3,992	-4.6%	Shares	Sole	2021-07-29
2021-03-31	$938,250	4,186	+3.5%	Shares	Sole	2021-05-10
2020-12-31	$868,190	4,046	0.0%	Shares	Sole	2021-02-09
2020-09-30	$888,056	4,046	-3.8%	Shares	Sole	2020-11-12
2020-06-30	$775,696	4,205	-33.8%	Shares	Sole	2020-08-06
2020-03-31	$1,049,972	6,350	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.