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HOERTKORN RICHARD CHARLES: MCD position timeline

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

HOERTKORN RICHARD CHARLES held 6,499 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,499 shares
    Change vs previous 13F -50 shares

    1.18% of the 13F portfolio, value $1,756,745.

    13F-HR 0001598177-26-000004 filed by HOERTKORN RICHARD CHARLES
    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 6,549 shares
    Change vs previous 13F -2,750 shares

    1.67% of the 13F portfolio, value $2,035,364.

    13F-HR 0001598177-26-000003 filed by HOERTKORN RICHARD CHARLES
    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 9,299 shares
    Change vs previous 13F -376 shares

    1.1% of the 13F portfolio, value $2,842,053.

    13F-HR 0001598177-26-000001 filed by HOERTKORN RICHARD CHARLES
    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 9,675 shares
    Change vs previous 13F -167 shares

    1.14% of the 13F portfolio, value $2,940,136.

    13F-HR 0001598177-25-000005 filed by HOERTKORN RICHARD CHARLES
    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 9,842 shares
    Change vs previous 13F -150 shares

    1.22% of the 13F portfolio, value $2,875,537.

    13F-HR 0001598177-25-000003 filed by HOERTKORN RICHARD CHARLES
    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 9,992 shares
    Change vs previous 13F -2,232 shares

    1.44% of the 13F portfolio, value $3,121,201.

    13F-HR 0001598177-25-000002 filed by HOERTKORN RICHARD CHARLES
    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 12,224 shares
    Change vs previous 13F -1,125 shares

    1.46% of the 13F portfolio, value $3,543,615.

    13F-HR 0001598177-25-000001 filed by HOERTKORN RICHARD CHARLES
    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 13,349 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $4,064,904.

    13F-HR 0001598177-24-000004 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

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