COBBLESTONE CAPITAL ADVISORS LLC /NY/: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COBBLESTONE CAPITAL ADVISORS LLC /NY/ on MCD, newest first. How the timeline and the estimate are built.
COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 6,516 MCD shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 6,516 sharesChange vs previous 13F +20 shares
0.1% of the 13F portfolio, value $1,980,092.
13F-HR 0001033505-25-000018 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,496 sharesChange vs previous 13F +5 shares
0.1% of the 13F portfolio, value $1,897,884.
13F-HR 0001033505-25-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,491 sharesChange vs previous 13F +80 shares
0.11% of the 13F portfolio, value $2,027,537.
13F-HR 0001033505-25-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,411 sharesChange vs previous 13F -1,824 shares
0.1% of the 13F portfolio, value $1,858,433.
13F-HR 0001033505-25-000001 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,235 sharesChange vs previous 13F +311 shares
0.14% of the 13F portfolio, value $2,507,585.
13F-HR 0001033505-24-000007 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,924 sharesChange vs previous 13F -50 shares
0.12% of the 13F portfolio, value $2,019,306.
13F-HR 0001033505-24-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 7,974 sharesChange vs previous 13F +450 shares
0.14% of the 13F portfolio, value $2,248,219.
13F-HR 0001033505-24-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 7,524 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $2,230,888.
13F-HR 0001033505-24-000002 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).