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GoalVest Advisory LLC: MCD position timeline

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

GoalVest Advisory LLC held 36,292 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,292 shares
    Change vs previous 13F +30,616 shares

    0.24% of the 13F portfolio, value $1,369,944.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,676 shares
    Change vs previous 13F +187 shares

    0.28% of the 13F portfolio, value $1,534,280.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    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 5,489 shares
    Change vs previous 13F -593 shares

    0.33% of the 13F portfolio, value $1,705,926.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,082 shares
    Change vs previous 13F -660 shares

    0.36% of the 13F portfolio, value $1,858,857.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,742 shares
    Change vs previous 13F +365 shares

    0.43% of the 13F portfolio, value $2,048,842.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,377 shares
    Change vs previous 13F +336 shares

    0.46% of the 13F portfolio, value $1,863,183.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    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 6,041 shares
    Change vs previous 13F +756 shares

    0.52% of the 13F portfolio, value $1,887,043.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,285 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,532,084.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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