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Disclosery

IMS Capital Management: MCD position timeline

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

IMS Capital Management held 2,497 MCD shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,497 shares
    Change vs previous 13F -328 shares

    0.35% of the 13F portfolio, value $758,679.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,825 shares
    Change vs previous 13F +124 shares

    0.39% of the 13F portfolio, value $825,496.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,701 shares
    Change vs previous 13F -50 shares

    0.43% of the 13F portfolio, value $843,784.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,751 shares
    Change vs previous 13F -200 shares

    0.37% of the 13F portfolio, value $797,507.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,951 shares
    Change vs previous 13F -130 shares

    0.4% of the 13F portfolio, value $898,581.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,081 shares
    Change vs previous 13F -73 shares

    0.41% of the 13F portfolio, value $879,955.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,154 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $889,243.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,154 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $935,115.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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