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Roxbury Financial LLC: MCD position timeline

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

Roxbury Financial LLC held 3,983 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,983 shares
    Change vs previous 13F -296 shares

    0.71% of the 13F portfolio, value $919,722.

    13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,279 shares
    Change vs previous 13F +617 shares

    0.91% of the 13F portfolio, value $1,156,584.

    13F-HR 0002054149-26-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,662 shares
    Change vs previous 13F +193 shares

    1.02% of the 13F portfolio, value $1,138,121.

    13F-HR 0002054149-26-000002 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,469 shares
    Change vs previous 13F -41 shares

    0.95% of the 13F portfolio, value $1,060,281.

    13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,510 shares
    Change vs previous 13F -41 shares

    0.98% of the 13F portfolio, value $1,066,589.

    13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,551 shares
    Change vs previous 13F -70 shares

    1.01% of the 13F portfolio, value $1,037,493.

    13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,621 shares
    Change vs previous 13F -90 shares

    1.09% of the 13F portfolio, value $1,116,581.

    13F-HR 0002054149-25-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,711 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,098,596.

    13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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