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Disclosery

InvesTrust: MCD position timeline

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

InvesTrust held 12,445 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,445 shares
    Change vs previous 13F -132 shares

    1.29% of the 13F portfolio, value $3,364,007.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 12,577 shares
    Change vs previous 13F -10 shares

    1.64% of the 13F portfolio, value $3,908,805.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 12,587 shares
    Change vs previous 13F -1,270 shares

    1.49% of the 13F portfolio, value $3,846,964.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 13,857 shares
    Change vs previous 13F -67 shares

    1.54% of the 13F portfolio, value $4,211,003.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 13,924 shares
    Change vs previous 13F -13,740 shares

    1.57% of the 13F portfolio, value $4,068,175.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 27,664 shares
    Change vs previous 13F +3 shares

    2.36% of the 13F portfolio, value $8,641,404.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 27,661 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $8,015,130.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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