Balentine LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balentine LLC on MCD, newest first. How the timeline and the estimate are built.
Balentine LLC held 2,029 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 2,029 sharesChange vs previous 13F +144 shares
0.02% of the 13F portfolio, value $548,459.
13F-HR 0001398344-26-013694 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,885 sharesChange vs previous 13F -54 shares
0.02% of the 13F portfolio, value $585,839.
13F-HR 0001398344-26-007159 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,939 sharesChange vs previous 13F +125 shares
0.02% of the 13F portfolio, value $592,617.
13F-HR 0001398344-26-001814 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,814 sharesChange vs previous 13F +1,814 shares
0.02% of the 13F portfolio, value $551,256.
13F-HR 0001398344-25-020500 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -3,020 shares
13F-HR 0001398344-25-014447 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 3,020 sharesChange vs previous 13F +3,020 shares
0.04% of the 13F portfolio, value $943,357.
13F-HR 0001398344-25-008628 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -2,685 shares
13F-HR 0001398344-25-001347 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 2,685 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $817,609.
13F-HR 0001398344-24-019665 filed by Balentine LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).