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FORBES J M & CO LLP: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on MCD, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 7,549 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,549 shares
    Change vs previous 13F +36 shares

    0.16% of the 13F portfolio, value $2,040,570.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 7,513 shares
    Change vs previous 13F +200 shares

    0.2% of the 13F portfolio, value $2,334,965.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 7,313 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $2,235,072.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 7,305 shares
    Change vs previous 13F -337 shares

    0.18% of the 13F portfolio, value $2,219,916.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 7,642 shares
    Change vs previous 13F -190 shares

    0.2% of the 13F portfolio, value $2,232,763.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 7,832 shares
    Change vs previous 13F -47 shares

    0.24% of the 13F portfolio, value $2,446,482.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 7,879 shares
    Change vs previous 13F -20 shares

    0.22% of the 13F portfolio, value $2,284,043.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 7,899 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,405,324.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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