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Plancorp, LLC: MCD position timeline

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

Plancorp, LLC held 7,894 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 7,894 shares
    Change vs previous 13F -1,744 shares

    0.05% of the 13F portfolio, value $2,152,072.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 9,638 shares
    Change vs previous 13F -1,314 shares

    0.08% of the 13F portfolio, value $2,946,016.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 10,952 shares
    Change vs previous 13F -96 shares

    0.1% of the 13F portfolio, value $3,347,335.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 11,048 shares
    Change vs previous 13F -197 shares

    0.11% of the 13F portfolio, value $3,357,317.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 11,245 shares
    Change vs previous 13F +545 shares

    0.11% of the 13F portfolio, value $3,285,572.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 10,700 shares
    Change vs previous 13F +782 shares

    0.13% of the 13F portfolio, value $3,342,347.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 9,918 shares
    Change vs previous 13F +503 shares

    0.12% of the 13F portfolio, value $2,875,006.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 9,415 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,867,024.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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