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Disclosery

CAPITAL & PLANNING, LLC: MCD position timeline

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

CAPITAL & PLANNING, LLC held 21,910 MCD shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,910 shares
    Change vs previous 13F +1,724 shares

    3.06% of the 13F portfolio, value $5,922,448.

    13F-HR 0001420506-26-002238 filed by CAPITAL & PLANNING, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 20,186 shares
    Change vs previous 13F +20,186 shares

    3.81% of the 13F portfolio, value $6,273,670.

    13F-HR 0001986152-26-000089 filed by CAPITAL & PLANNING, 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 0 shares
    Change vs previous 13F -20,170 shares

    13F-HR 0001420506-26-000360 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 20,170 shares
    Change vs previous 13F +782 shares

    3.79% of the 13F portfolio, value $6,129,614.

    13F-HR 0001420506-25-002971 filed by CAPITAL & PLANNING, 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 19,388 shares
    Change vs previous 13F +464 shares

    3.85% of the 13F portfolio, value $5,664,708.

    13F-HR 0001420506-25-002155 filed by CAPITAL & PLANNING, 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 18,924 shares
    Change vs previous 13F +588 shares

    4.39% of the 13F portfolio, value $5,911,220.

    13F-HR 0001420506-25-001307 filed by CAPITAL & PLANNING, 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 18,336 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $5,315,521.

    13F-HR 0001986152-25-000011 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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