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Advyzon Investment Management, LLC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on MCD, newest first. How the timeline and the estimate are built.

Advyzon Investment Management, LLC held 4,204 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,204 shares
    Change vs previous 13F -3,041 shares

    0.08% of the 13F portfolio, value $1,136,346.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,245 shares
    Change vs previous 13F -1,256 shares

    0.2% of the 13F portfolio, value $2,251,697.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,501 shares
    Change vs previous 13F +3,042 shares

    0.3% of the 13F portfolio, value $2,598,314.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,459 shares
    Change vs previous 13F -1,192 shares

    0.28% of the 13F portfolio, value $1,659,010.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,651 shares
    Change vs previous 13F +4,684 shares

    0.43% of the 13F portfolio, value $1,943,340.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,967 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $614,568.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).