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Disclosery

Finivi Inc.: MCD position timeline

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

Finivi Inc. held 9,760 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,760 shares
    Change vs previous 13F -951 shares

    1.35% of the 13F portfolio, value $2,638,185.

    13F-HR 0002085853-26-000668 filed by Finivi 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 10,711 shares
    Change vs previous 13F +935 shares

    1.82% of the 13F portfolio, value $3,328,760.

    13F-HR 0002085853-26-000338 filed by Finivi 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 9,776 shares
    Change vs previous 13F -316 shares

    1.73% of the 13F portfolio, value $2,987,836.

    13F-HR 0002085853-26-000104 filed by Finivi 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 10,092 shares
    Change vs previous 13F +167 shares

    1.95% of the 13F portfolio, value $3,066,844.

    13F-HR 0002085853-25-000310 filed by Finivi 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 9,925 shares
    Change vs previous 13F +274 shares

    1.97% of the 13F portfolio, value $2,899,678.

    13F-HR 0002085853-25-000309 filed by Finivi 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 9,651 shares
    Change vs previous 13F +117 shares

    2.43% of the 13F portfolio, value $3,014,781.

    13F-HR 0002085853-25-000308 filed by Finivi 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 9,534 shares
    Change vs previous 13F -101 shares

    2.21% of the 13F portfolio, value $2,763,808.

    13F-HR 0002085853-25-000307 filed by Finivi 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 9,635 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $2,934,028.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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