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SIERRA SUMMIT ADVISORS LLC: MCD position timeline

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

SIERRA SUMMIT ADVISORS LLC held 4,575 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,575 shares
    Change vs previous 13F +96 shares

    0.14% of the 13F portfolio, value $1,236,669.

    13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT ADVISORS 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 4,479 shares
    Change vs previous 13F +1,724 shares

    0.2% of the 13F portfolio, value $1,392,029.

    13F-HR 0001104659-26-049351 filed by SIERRA SUMMIT ADVISORS 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 2,755 shares
    Change vs previous 13F +88 shares

    0.13% of the 13F portfolio, value $842,011.

    13F-HR 0001104659-26-011348 filed by SIERRA SUMMIT ADVISORS 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 2,667 shares
    Change vs previous 13F -2,465 shares

    0.12% of the 13F portfolio, value $810,475.

    13F-HR 0001104659-25-109951 filed by SIERRA SUMMIT ADVISORS 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 5,132 shares
    Change vs previous 13F -273 shares

    0.27% of the 13F portfolio, value $1,499,417.

    13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT ADVISORS 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 5,405 shares
    Change vs previous 13F +245 shares

    0.37% of the 13F portfolio, value $1,688,360.

    13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT ADVISORS 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 5,160 shares
    Change vs previous 13F +3,128 shares

    0.3% of the 13F portfolio, value $1,495,833.

    13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT ADVISORS 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 2,032 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $618,765.

    13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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