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Jacobsen Capital Management: MCD position timeline

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

Jacobsen Capital Management held 1,022 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,022 shares
    Change vs previous 13F -245 shares

    0.08% of the 13F portfolio, value $276,257.

    13F-HR 0001782491-26-000003 filed by Jacobsen 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 ended2026-03-31
    13F 1,267 shares
    Change vs previous 13F +36 shares

    0.13% of the 13F portfolio, value $393,771.

    13F-HR 0001782491-26-000002 filed by Jacobsen 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 ended2025-12-31
    13F 1,231 shares
    Change vs previous 13F -28 shares

    0.12% of the 13F portfolio, value $376,231.

    13F-HR 0001782491-26-000001 filed by Jacobsen 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 ended2025-09-30
    13F 1,259 shares
    Change vs previous 13F +39 shares

    0.13% of the 13F portfolio, value $382,598.

    13F-HR 0001782491-25-000006 filed by Jacobsen 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 ended2025-06-30
    13F 1,220 shares
    Change vs previous 13F +142 shares

    0.13% of the 13F portfolio, value $356,447.

    13F-HR 0001782491-25-000004 filed by Jacobsen 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 ended2025-03-31
    13F 1,078 shares
    Change vs previous 13F +107 shares

    0.15% of the 13F portfolio, value $336,735.

    13F-HR 0001782491-25-000002 filed by Jacobsen 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 ended2024-12-31
    13F 971 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $281,483.

    13F-HR 0001782491-25-000001 filed by Jacobsen 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 ended2024-09-30
    13F 964 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $293,548.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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