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Disclosery

Annex Advisory Services, LLC: MCD position timeline

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

Annex Advisory Services, LLC held 4,031 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,031 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $1,089,505.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 4,247 shares
    Change vs previous 13F -117 shares

    0.02% of the 13F portfolio, value $1,319,906.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 4,364 shares
    Change vs previous 13F +987 shares

    0.03% of the 13F portfolio, value $1,333,728.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 3,377 shares
    Change vs previous 13F -287 shares

    0.02% of the 13F portfolio, value $1,026,128.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 3,664 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $1,070,454.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 3,667 shares
    Change vs previous 13F +312 shares

    0.03% of the 13F portfolio, value $1,145,521.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,355 shares
    Change vs previous 13F -52 shares

    0.03% of the 13F portfolio, value $972,685.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,407 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,037,548.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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