FIDELIS CAPITAL PARTNERS, LLC

Position in MCD — Mcdonalds Corp

CIK 1962755 TAMPA, FL

Position in MCD

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

Position Value

$2,797,438

+$470,554 QoQ

Shares Held

10,349

+38.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,103

of 3,447 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Consumer Cyclical · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $5,070,886 across 6 Restaurants names. MCD ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	10,349	$2,797,438
2	SBUX	Starbucks Corp	7,752	$792,176
3	ARCO	Arcos Dorados Holdings Inc.	75,000	$604,500
4	CMG	Chipotle Mexican Grill Inc	11,538	$392,292
5	YUM	Yum Brands Inc	1,693	$270,642
6	DRI	Darden Restaurants Inc	1,038	$213,838

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,797,438	10,349	+38.2%	Shares	Sole	2026-08-13
2026-03-31	$2,326,884	7,487	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$2,287,029	7,483	+2.1%	Shares	Sole	2026-02-09
2025-09-30	$2,227,513	7,330	+1.3%	Shares	Sole	2025-11-03
2025-06-30	$2,114,434	7,237	-2.1%	Shares	Sole	2025-08-07
2025-03-31	$2,309,663	7,394	+2.1%	Shares	Sole	2025-05-01
2024-12-31	$2,099,093	7,241	+5.4%	Shares	Sole	2025-02-06
2024-09-30	$2,091,679	6,869	+0.7%	Shares	Sole	2024-10-25
2024-06-30	$1,738,263	6,821	-2.4%	Shares	Sole	2024-08-13
2024-03-31	$1,969,984	6,987	+15.8%	Shares	Sole	2024-05-06
2023-12-31	$1,789,734	6,036	+44.2%	Shares	Sole	2024-01-31
2023-09-30	$1,103,023	4,187	+6.7%	Shares	Sole	2023-11-08
2023-06-30	$1,171,259	3,925	+3.2%	Shares	Sole	2023-08-10
2023-03-31	$1,063,916	3,805	+66.0%	Shares	Sole	2023-05-09
2022-12-31	$604,010	2,292	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.