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Disclosery

Key Financial Inc: MCD position timeline

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

Key Financial Inc held 8,026 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,026 shares
    Change vs previous 13F -75 shares

    0.36% of the 13F portfolio, value $2,169,508.

    13F-HR 0001420506-26-001284 filed by Key Financial Inc
    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 8,101 shares
    Change vs previous 13F +84 shares

    0.45% of the 13F portfolio, value $2,517,710.

    13F-HR 0001420506-26-000728 filed by Key Financial Inc
    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 8,017 shares
    Change vs previous 13F -30 shares

    0.45% of the 13F portfolio, value $2,450,236.

    13F-HR 0001420506-26-000230 filed by Key Financial Inc
    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 8,047 shares
    Change vs previous 13F +30 shares

    0.45% of the 13F portfolio, value $2,418,284.

    13F-HR 0001420506-25-003018 filed by Key Financial Inc
    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 8,017 shares
    Change vs previous 13F -12 shares

    0.47% of the 13F portfolio, value $2,342,327.

    13F-HR 0001420506-25-001702 filed by Key Financial Inc
    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 8,029 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,508,019.

    13F-HR 0001420506-25-000850 filed by Key Financial Inc
    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 8,029 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,327,527.

    13F-HR 0001420506-25-000102 filed by Key Financial Inc
    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 8,029 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,444,911.

    13F-HR 0001420506-24-002182 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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