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Atria Investments, Inc: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on MCD, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 64,048 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,048 shares
    Change vs previous 13F +2,782 shares

    0.17% of the 13F portfolio, value $17,312,872.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    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 61,266 shares
    Change vs previous 13F -115 shares

    0.21% of the 13F portfolio, value $19,040,898.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    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 61,381 shares
    Change vs previous 13F +805 shares

    0.21% of the 13F portfolio, value $18,759,828.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    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 60,576 shares
    Change vs previous 13F -2,598 shares

    0.21% of the 13F portfolio, value $18,408,343.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    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 63,174 shares
    Change vs previous 13F -2,018 shares

    0.22% of the 13F portfolio, value $18,457,504.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    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 65,192 shares
    Change vs previous 13F +2,022 shares

    0.26% of the 13F portfolio, value $20,364,144.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    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 63,170 shares
    Change vs previous 13F -3,983 shares

    0.23% of the 13F portfolio, value $18,312,219.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    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 67,153 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,448,843.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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