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Citadel Investment Advisory, Inc.: MCD position timeline

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

Citadel Investment Advisory, Inc. held 10,274 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,274 shares
    Change vs previous 13F +1 shares

    1.26% of the 13F portfolio, value $2,777,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, Inc.
    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 10,273 shares
    Change vs previous 13F -241 shares

    1.52% of the 13F portfolio, value $3,193,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, Inc.
    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 10,514 shares
    Change vs previous 13F -12 shares

    1.39% of the 13F portfolio, value $3,213,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, Inc.
    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 10,526 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $3,199,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, Inc.
    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 10,526 shares
    Change vs previous 13F -674 shares

    1.49% of the 13F portfolio, value $3,075,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, Inc.
    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 11,200 shares
    Change vs previous 13F +1 shares

    1.72% of the 13F portfolio, value $3,498,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, Inc.
    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 11,199 shares
    Change vs previous 13F +206 shares

    1.68% of the 13F portfolio, value $3,246,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    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 10,993 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,347,000.

    13F-HR 0001811907-24-000004 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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