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Disclosery

Cassia Capital Partners, LLC: MCD position timeline

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

Cassia Capital Partners, LLC held 4,585 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,585 shares
    Change vs previous 13F +58 shares

    0.6% of the 13F portfolio, value $1,239,443.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 4,527 shares
    Change vs previous 13F +641 shares

    0.72% of the 13F portfolio, value $1,407,006.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 3,886 shares
    Change vs previous 13F -39 shares

    0.64% of the 13F portfolio, value $1,187,650.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 3,925 shares
    Change vs previous 13F +487 shares

    0.65% of the 13F portfolio, value $1,192,698.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 3,438 shares
    Change vs previous 13F -46 shares

    0.6% of the 13F portfolio, value $1,004,358.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 3,484 shares
    Change vs previous 13F +499 shares

    0.68% of the 13F portfolio, value $1,088,404.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 2,985 shares
    Change vs previous 13F +917 shares

    0.55% of the 13F portfolio, value $865,322.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 2,068 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $629,727.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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