Fernwood Investment Management, LLC: MCD position timeline

Fernwood Investment Management, LLC held 6,657 MCD shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 6,657 shares

   Change vs previous 13F -240 shares

   0.67% of the 13F portfolio, value $1,929,899.

   13F-HR 0001570296-25-000002 filed by Fernwood Investment Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 6,897 shares

   Change vs previous 13F +266 shares

   0.68% of the 13F portfolio, value $2,100,077.

   13F-HR 0001570296-24-000008 filed by Fernwood Investment Management, LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 6,631 shares

   Change vs previous 13F +306 shares

   0.52% of the 13F portfolio, value $1,689,802.

   13F-HR 0001570296-24-000006 filed by Fernwood Investment Management, LLC
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 6,325 shares

   Change vs previous 13F -17 shares

   0.52% of the 13F portfolio, value $1,783,346.

   13F-HR 0001570296-24-000004 filed by Fernwood Investment Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 6,342 shares

   Change vs previous 13F +176 shares

   0.62% of the 13F portfolio, value $1,880,363.

   13F-HR 0001570296-24-000002 filed by Fernwood Investment Management, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 6,166 shares

   Change vs previous 13F -19 shares

   0.58% of the 13F portfolio, value $1,624,363.

   13F-HR 0001570296-23-000008 filed by Fernwood Investment Management, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 6,185 shares

   Change vs previous 13F +61 shares

   0.65% of the 13F portfolio, value $1,845,657.

   13F-HR 0001570296-23-000006 filed by Fernwood Investment Management, LLC
   Filed 2023-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 6,124 shares

   Change vs previous 13F not available

   0.66% of the 13F portfolio, value $1,712,195.

   13F-HR 0001570296-23-000004 filed by Fernwood Investment Management, LLC
   Filed 2023-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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