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HoyleCohen, LLC: MCD position timeline

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

HoyleCohen, LLC held 20,055 MCD shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 20,055 shares
    Change vs previous 13F +9 shares

    0.39% of the 13F portfolio, value $5,110,836.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 20,046 shares
    Change vs previous 13F +15 shares

    0.43% of the 13F portfolio, value $5,652,026.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 20,031 shares
    Change vs previous 13F +334 shares

    0.49% of the 13F portfolio, value $5,939,324.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 19,697 shares
    Change vs previous 13F +279 shares

    0.48% of the 13F portfolio, value $5,188,913.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 19,418 shares
    Change vs previous 13F -32 shares

    0.51% of the 13F portfolio, value $5,794,502.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 19,450 shares
    Change vs previous 13F +102 shares

    0.51% of the 13F portfolio, value $5,438,321.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 19,348 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,098,689.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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