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Disclosery

Eagle Ridge Investment Management: MCD position timeline

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

Eagle Ridge Investment Management held 3,180 MCD shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,180 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $921,850.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,180 shares
    Change vs previous 13F -371 shares

    0.08% of the 13F portfolio, value $968,342.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,551 shares
    Change vs previous 13F -38 shares

    0.08% of the 13F portfolio, value $904,937.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,589 shares
    Change vs previous 13F -35 shares

    0.09% of the 13F portfolio, value $1,011,919.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 3,624 shares
    Change vs previous 13F -32 shares

    0.11% of the 13F portfolio, value $1,074,552.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 3,656 shares
    Change vs previous 13F -37 shares

    0.1% of the 13F portfolio, value $963,137.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 3,693 shares
    Change vs previous 13F +17 shares

    0.12% of the 13F portfolio, value $1,102,028.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 3,676 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,027,846.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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