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SageView Advisory Group, LLC: MCD position timeline

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

SageView Advisory Group, LLC held 15,479 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 15,479 shares
    Change vs previous 13F -892 shares

    0.14% of the 13F portfolio, value $4,184,194.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, 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 16,371 shares
    Change vs previous 13F -9,011 shares

    0.19% of the 13F portfolio, value $5,087,899.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, 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 25,382 shares
    Change vs previous 13F +1,214 shares

    0.26% of the 13F portfolio, value $7,757,348.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, 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 24,168 shares
    Change vs previous 13F +7,400 shares

    0.25% of the 13F portfolio, value $7,344,288.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, 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 16,768 shares
    Change vs previous 13F -82 shares

    0.19% of the 13F portfolio, value $5,017,494.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, 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 16,850 shares
    Change vs previous 13F +1,127 shares

    0.22% of the 13F portfolio, value $5,263,548.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, 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 15,723 shares
    Change vs previous 13F +2,119 shares

    0.2% of the 13F portfolio, value $4,557,966.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, 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 13,604 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,142,618.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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