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Disclosery

Formidable Asset Management, LLC: MCD position timeline

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

Formidable Asset Management, LLC held 9,164 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,164 shares
    Change vs previous 13F -2,100 shares

    0.45% of the 13F portfolio, value $2,847,931.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, LLC
    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 11,264 shares
    Change vs previous 13F +9 shares

    0.53% of the 13F portfolio, value $3,442,650.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, LLC
    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 11,255 shares
    Change vs previous 13F +1,104 shares

    0.5% of the 13F portfolio, value $3,420,170.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, LLC
    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 10,151 shares
    Change vs previous 13F +143 shares

    0.47% of the 13F portfolio, value $2,965,872.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, LLC
    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 10,008 shares
    Change vs previous 13F -35 shares

    0.52% of the 13F portfolio, value $3,126,347.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, LLC
    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 10,043 shares
    Change vs previous 13F +227 shares

    0.52% of the 13F portfolio, value $3,137,280.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, LLC
    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 9,816 shares
    Change vs previous 13F +109 shares

    0.47% of the 13F portfolio, value $2,845,492.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
    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 9,707 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,955,890.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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