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PATRICK M SWEENEY & ASSOCIATES, INC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on MCD, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 3,514 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,514 shares
    Change vs previous 13F +75 shares

    0.55% of the 13F portfolio, value $949,885.

    13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, 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 3,439 shares
    Change vs previous 13F -30 shares

    0.69% of the 13F portfolio, value $1,068,786.

    13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, 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 3,469 shares
    Change vs previous 13F -15 shares

    0.66% of the 13F portfolio, value $1,060,177.

    13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, 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 3,484 shares
    Change vs previous 13F -7 shares

    0.68% of the 13F portfolio, value $1,058,666.

    13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, 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 3,491 shares
    Change vs previous 13F +1 shares

    0.71% of the 13F portfolio, value $1,026,517.

    13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, 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 3,490 shares
    Change vs previous 13F +22 shares

    0.81% of the 13F portfolio, value $1,090,325.

    13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, 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 3,468 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,005,450.

    13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, 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 3,468 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,056,124.

    13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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