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Disclosery

CX Institutional: MCD position timeline

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

CX Institutional held 36,444 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,444 shares
    Change vs previous 13F -3,158 shares

    0.23% of the 13F portfolio, value $8,416,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,602 shares
    Change vs previous 13F +1,334 shares

    0.31% of the 13F portfolio, value $10,705,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,268 shares
    Change vs previous 13F +1,793 shares

    0.36% of the 13F portfolio, value $11,893,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,475 shares
    Change vs previous 13F +1,969 shares

    0.33% of the 13F portfolio, value $11,148,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,506 shares
    Change vs previous 13F +21,838 shares

    0.32% of the 13F portfolio, value $10,486,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 12,668 shares
    Change vs previous 13F -16,466 shares

    0.13% of the 13F portfolio, value $3,701,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,134 shares
    Change vs previous 13F -34 shares

    0.34% of the 13F portfolio, value $9,101,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,168 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,455,602.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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