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Disclosery

Financial Symmetry Inc: MCD position timeline

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

Financial Symmetry Inc held 1,007 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,007 shares
    Change vs previous 13F +41 shares

    0.07% of the 13F portfolio, value $232,441.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 966 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $260,984.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    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 966 shares
    Change vs previous 13F -61 shares

    0.1% of the 13F portfolio, value $283,461.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,027 shares
    Change vs previous 13F -19 shares

    0.13% of the 13F portfolio, value $313,882.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,046 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $317,869.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,036 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $302,688.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    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 1,036 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $323,615.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,036 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $300,326.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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