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Disclosery

Hofer & Associates. Inc: MCD position timeline

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

Hofer & Associates. Inc held 844 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 844 shares
    Change vs previous 13F +18 shares

    0.11% of the 13F portfolio, value $228,014.

    13F-HR 0001754960-26-000570 filed by Hofer & Associates. 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 826 shares
    Change vs previous 13F -50 shares

    0.14% of the 13F portfolio, value $256,859.

    13F-HR 0001754960-26-000295 filed by Hofer & Associates. 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 876 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $267,623.

    13F-HR 0001754960-26-000069 filed by Hofer & Associates. 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 857 shares
    Change vs previous 13F +26 shares

    0.15% of the 13F portfolio, value $260,370.

    13F-HR 0001754960-25-000695 filed by Hofer & Associates. 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 831 shares
    Change vs previous 13F -171 shares

    0.15% of the 13F portfolio, value $242,803.

    13F-HR 0001754960-25-000370 filed by Hofer & Associates. 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 1,002 shares
    Change vs previous 13F -1 shares

    0.21% of the 13F portfolio, value $312,987.

    13F-HR 0001754960-25-000236 filed by Hofer & Associates. 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 1,003 shares
    Change vs previous 13F +6 shares

    0.2% of the 13F portfolio, value $290,884.

    13F-HR 0001754960-25-000061 filed by Hofer & Associates. 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 997 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $303,564.

    13F-HR 0001754960-24-000518 filed by Hofer & Associates. Inc
    Filed (acceptance time not in the bulk data set), ingested

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