Skip to content
Disclosery

Avalon Investment & Advisory: MCD position timeline

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

Avalon Investment & Advisory held 47,560 MCD shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 47,560 shares
    Change vs previous 13F +41,319 shares

    0.36% of the 13F portfolio, value $13,298,140.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 6,241 shares
    Change vs previous 13F +200 shares

    0.05% of the 13F portfolio, value $1,645,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 6,041 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,394,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 6,041 shares
    Change vs previous 13F -1,033 shares

    0.04% of the 13F portfolio, value $1,491,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 7,074 shares
    Change vs previous 13F +2,721 shares

    0.04% of the 13F portfolio, value $1,749,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 4,353 shares
    Change vs previous 13F -4,838 shares

    0.03% of the 13F portfolio, value $1,167,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 9,191 shares
    Change vs previous 13F -81,104 shares

    0.05% of the 13F portfolio, value $2,216,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 90,295 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $20,857,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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