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Disclosery

CRUX WEALTH ADVISORS: MCD position timeline

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

CRUX WEALTH ADVISORS held 968 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 968 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $261,547.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 961 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $298,760.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 956 shares
    Change vs previous 13F -52 shares

    0.11% of the 13F portfolio, value $292,142.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 1,008 shares
    Change vs previous 13F -471 shares

    0.12% of the 13F portfolio, value $306,330.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 1,479 shares
    Change vs previous 13F -16 shares

    0.18% of the 13F portfolio, value $432,228.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 1,495 shares
    Change vs previous 13F -195 shares

    0.24% of the 13F portfolio, value $466,919.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 1,690 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $489,882.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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