Comprehensive Financial Planning, Inc./PA
Position in MCD — Mcdonalds Corp
CIK 2044855
EAST PETERSBURG, PA
Position in MCD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,192
-$2,563 QoQ
Shares Held
71
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,388
of 3,448 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $25,737 across 3 Restaurants names. MCD ranks #1 (74.6% of the industry book) .
All Filings in MCD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,192 | 71 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,755 | 70 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $21,394 | 70 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,272 | 70 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,159 | 69 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,362 | 94 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,249 | 94 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||