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BFSG, LLC: MCD position timeline

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

BFSG, LLC held 14,441 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,441 shares
    Change vs previous 13F +995 shares

    0.35% of the 13F portfolio, value $3,903,615.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 13,446 shares
    Change vs previous 13F +53 shares

    0.4% of the 13F portfolio, value $4,178,961.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 13,393 shares
    Change vs previous 13F -120 shares

    0.4% of the 13F portfolio, value $4,093,379.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 13,513 shares
    Change vs previous 13F +178 shares

    0.4% of the 13F portfolio, value $4,106,542.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 13,335 shares
    Change vs previous 13F -126 shares

    0.44% of the 13F portfolio, value $3,896,160.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 13,461 shares
    Change vs previous 13F -231 shares

    0.51% of the 13F portfolio, value $4,204,891.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 13,692 shares
    Change vs previous 13F +92 shares

    0.46% of the 13F portfolio, value $3,969,247.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 13,600 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,141,413.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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