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Disclosery

Somerset Group LLC: MCD position timeline

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

Somerset Group LLC held 2,544 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,544 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $698,583.

    13F-HR 0001062993-26-004218 filed by Somerset 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 2,544 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $792,100.

    13F-HR 0001062993-26-002574 filed by Somerset 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 2,544 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $773,784.

    13F-HR 0001062993-26-000866 filed by Somerset 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 2,544 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $773,096.

    13F-HR 0001062993-25-016598 filed by Somerset 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 2,544 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $743,280.

    13F-HR 0001062993-25-014021 filed by Somerset 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 2,544 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $794,669.

    13F-HR 0001062993-25-009219 filed by Somerset 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 2,544 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $737,480.

    13F-HR 0001062993-25-002057 filed by Somerset 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 2,544 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $774,673.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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