Skip to content
Disclosery

Caldwell Trust Co: MCD position timeline

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

Caldwell Trust Co held 34,014 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,014 shares
    Change vs previous 13F -102 shares

    0.74% of the 13F portfolio, value $9,194,324.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 34,116 shares
    Change vs previous 13F +498 shares

    0.95% of the 13F portfolio, value $10,602,912.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 33,618 shares
    Change vs previous 13F -1,236 shares

    0.91% of the 13F portfolio, value $10,274,669.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 34,854 shares
    Change vs previous 13F -1,334 shares

    0.99% of the 13F portfolio, value $10,591,782.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 36,188 shares
    Change vs previous 13F +3 shares

    1.06% of the 13F portfolio, value $10,573,048.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 36,185 shares
    Change vs previous 13F -3,225 shares

    1.21% of the 13F portfolio, value $11,303,108.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 39,410 shares
    Change vs previous 13F -816 shares

    1.19% of the 13F portfolio, value $11,424,565.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 40,226 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $12,249,219.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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