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PYA Waltman Capital, LLC: MCD position timeline

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

PYA Waltman Capital, LLC held 6,860 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,860 shares
    Change vs previous 13F +2,346 shares

    0.44% of the 13F portfolio, value $1,854,271.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 4,514 shares
    Change vs previous 13F -128 shares

    0.39% of the 13F portfolio, value $1,402,839.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, 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 4,642 shares
    Change vs previous 13F +52 shares

    0.38% of the 13F portfolio, value $1,418,701.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, 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 4,590 shares
    Change vs previous 13F +215 shares

    0.37% of the 13F portfolio, value $1,394,929.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, 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 4,375 shares
    Change vs previous 13F +315 shares

    0.37% of the 13F portfolio, value $1,278,214.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, 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 4,060 shares
    Change vs previous 13F -356 shares

    0.4% of the 13F portfolio, value $1,268,251.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, 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 4,416 shares
    Change vs previous 13F +89 shares

    0.41% of the 13F portfolio, value $1,280,033.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, 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 4,327 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,317,491.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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