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Savvy Advisors, Inc.: MCD position timeline

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

Savvy Advisors, Inc. held 23,869 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,869 shares
    Change vs previous 13F +1,263 shares

    0.14% of the 13F portfolio, value $6,451,919.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, 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 22,606 shares
    Change vs previous 13F +4,028 shares

    0.19% of the 13F portfolio, value $7,025,765.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, 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 18,578 shares
    Change vs previous 13F +3,253 shares

    0.18% of the 13F portfolio, value $5,677,948.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, 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 15,325 shares
    Change vs previous 13F +1,580 shares

    0.21% of the 13F portfolio, value $4,657,219.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, 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 13,745 shares
    Change vs previous 13F +1,607 shares

    0.27% of the 13F portfolio, value $4,015,884.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, 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 12,138 shares
    Change vs previous 13F +1,078 shares

    0.38% of the 13F portfolio, value $3,791,578.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, 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 11,060 shares
    Change vs previous 13F +7,858 shares

    0.39% of the 13F portfolio, value $3,206,226.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, 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 3,202 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $975,041.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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