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Ethic Inc.: MCD position timeline

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

Ethic Inc. held 24,512 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,512 shares
    Change vs previous 13F -840 shares

    0.08% of the 13F portfolio, value $6,625,836.

    13F-HR 0001780570-26-000005 filed by Ethic 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 25,352 shares
    Change vs previous 13F +1,810 shares

    0.12% of the 13F portfolio, value $7,879,148.

    13F-HR 0001780570-26-000004 filed by Ethic 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 23,542 shares
    Change vs previous 13F +901 shares

    0.11% of the 13F portfolio, value $7,195,097.

    13F-HR 0001780570-26-000002 filed by Ethic 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 22,641 shares
    Change vs previous 13F -45 shares

    0.11% of the 13F portfolio, value $6,880,316.

    13F-HR 0001780570-25-000008 filed by Ethic 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 22,686 shares
    Change vs previous 13F +1,315 shares

    0.12% of the 13F portfolio, value $6,614,074.

    13F-HR 0001780570-25-000005 filed by Ethic 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 21,371 shares
    Change vs previous 13F +2,058 shares

    0.14% of the 13F portfolio, value $6,702,538.

    13F-HR 0001780570-25-000003 filed by Ethic 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 19,313 shares
    Change vs previous 13F -3,915 shares

    0.11% of the 13F portfolio, value $5,598,620.

    13F-HR 0001780570-25-000002 filed by Ethic 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 23,228 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,549,164.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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