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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: MCD position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 0 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 0 shares
    Change vs previous 13F -690 shares

    13F-HR 0001398344-26-012991 filed by MORRIS FINANCIAL CONCEPTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 690 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $214,445.

    13F-HR 0001398344-26-006630 filed by MORRIS FINANCIAL CONCEPTS, 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 691 shares
    Change vs previous 13F -2 shares

    0.07% of the 13F portfolio, value $211,190.

    13F-HR 0001398344-26-002499 filed by MORRIS FINANCIAL CONCEPTS, 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 693 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $210,596.

    13F-HR 0001398344-25-019432 filed by MORRIS FINANCIAL CONCEPTS, 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 696 shares
    Change vs previous 13F -2,953 shares

    0.08% of the 13F portfolio, value $203,350.

    13F-HR 0001398344-25-013883 filed by MORRIS FINANCIAL CONCEPTS, 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 3,649 shares
    Change vs previous 13F +17 shares

    0.48% of the 13F portfolio, value $1,139,880.

    13F-HR 0001398344-25-007994 filed by MORRIS FINANCIAL CONCEPTS, 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 3,632 shares
    Change vs previous 13F +13 shares

    0.45% of the 13F portfolio, value $1,052,858.

    13F-HR 0001398344-25-001394 filed by MORRIS FINANCIAL CONCEPTS, 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 3,619 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,101,958.

    13F-HR 0001398344-24-019632 filed by MORRIS FINANCIAL CONCEPTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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