Athena Investment Management: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Athena Investment Management on MCD, newest first. How the timeline and the estimate are built.
Athena Investment Management held 2,349 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,349 sharesChange vs previous 13F -1,631 shares
0.38% of the 13F portfolio, value $634,958.
13F-HR 0001921093-26-000003 filed by Athena Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,980 sharesChange vs previous 13F 0 shares
0.64% of the 13F portfolio, value $1,236,944.
13F-HR 0001921093-26-000002 filed by Athena Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,980 sharesChange vs previous 13F 0 shares
0.62% of the 13F portfolio, value $1,216,407.
13F-HR 0001921093-26-000001 filed by Athena Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,980 sharesChange vs previous 13F 0 shares
0.63% of the 13F portfolio, value $1,209,482.
13F-HR 0001921093-25-000006 filed by Athena Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,980 sharesChange vs previous 13F -200 shares
0.65% of the 13F portfolio, value $1,162,837.
13F-HR 0001921093-25-000004 filed by Athena Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,180 sharesChange vs previous 13F 0 shares
0.79% of the 13F portfolio, value $1,305,707.
13F-HR 0001921093-25-000002 filed by Athena Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,180 sharesChange vs previous 13F -73 shares
0.7% of the 13F portfolio, value $1,211,740.
13F-HR 0001921093-25-000001 filed by Athena Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,253 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $1,295,081.
13F-HR 0001921093-24-000004 filed by Athena Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).