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Disclosery

Idaho Trust Co: MCD position timeline

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

Idaho Trust Co held 906 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 906 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $244,886.

    13F-HR 0001568069-26-000008 filed by Idaho Trust Co
    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 886 shares
    Change vs previous 13F -138 shares

    0.09% of the 13F portfolio, value $275,344.

    13F-HR 0001568069-26-000004 filed by Idaho Trust Co
    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 1,024 shares
    Change vs previous 13F -53 shares

    0.1% of the 13F portfolio, value $312,958.

    13F-HR 0001568069-26-000001 filed by Idaho Trust Co
    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 1,077 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $327,272.

    13F-HR 0001568069-25-000005 filed by Idaho Trust Co
    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 1,077 shares
    Change vs previous 13F +328 shares

    0.11% of the 13F portfolio, value $314,651.

    13F-HR 0001085146-25-005029 filed by Idaho Trust Co
    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 749 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $233,955.

    13F-HR 0001085146-25-003073 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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