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Disclosery

LRI Investments, LLC: MCD position timeline

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

LRI Investments, LLC held 5,230 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 5,230 shares
    Change vs previous 13F -175 shares

    0.11% of the 13F portfolio, value $1,413,796.

    13F-HR 0002023325-26-000003 filed by LRI Investments, LLC
    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 5,405 shares
    Change vs previous 13F -1,371 shares

    0.15% of the 13F portfolio, value $1,679,826.

    13F-HR 0002023325-26-000002 filed by LRI Investments, LLC
    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 6,776 shares
    Change vs previous 13F -62 shares

    0.17% of the 13F portfolio, value $2,071,096.

    13F-HR 0002023325-26-000001 filed by LRI Investments, LLC
    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 6,838 shares
    Change vs previous 13F -156 shares

    0.17% of the 13F portfolio, value $2,078,143.

    13F-HR 0002023325-25-000006 filed by LRI Investments, LLC
    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 6,994 shares
    Change vs previous 13F -51 shares

    0.17% of the 13F portfolio, value $2,043,372.

    13F-HR 0002023325-25-000003 filed by LRI Investments, LLC
    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 7,045 shares
    Change vs previous 13F -355 shares

    0.21% of the 13F portfolio, value $2,200,522.

    13F-HR 0002023325-25-000002 filed by LRI Investments, LLC
    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 7,400 shares
    Change vs previous 13F -18 shares

    0.21% of the 13F portfolio, value $2,145,235.

    13F-HR 0002056315-25-000004 filed by LRI Investments, LLC
    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 7,418 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,214,765.

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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