Position in MCD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$121,639
-$18,216 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#3,240
of 3,443 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CGC Financial Services, LLC holds $542,128 across 4 Restaurants names. MCD ranks #3 (22.4% of the industry book) .
All Filings in MCD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,639 | 450 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $139,855 | 450 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $106,970 | 350 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $106,361 | 350 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $102,259 | 350 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $109,329 | 350 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $101,461 | 350 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $106,578 | 350 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $72,374 | 284 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $80,073 | 284 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $84,208 | 284 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $74,816 | 284 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $84,748 | 284 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||