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Stonegate Investment Group, LLC: MCD position timeline

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

Stonegate Investment Group, LLC held 40,291 MCD shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 40,291 shares
    Change vs previous 13F +650 shares

    0.28% of the 13F portfolio, value $12,244,115.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment 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 ended2025-06-30
    13F 39,641 shares
    Change vs previous 13F +579 shares

    0.29% of the 13F portfolio, value $11,581,940.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment 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 ended2025-03-31
    13F 39,062 shares
    Change vs previous 13F +320 shares

    0.33% of the 13F portfolio, value $12,201,826.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment 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 ended2024-12-31
    13F 38,742 shares
    Change vs previous 13F +587 shares

    0.3% of the 13F portfolio, value $11,230,977.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment 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 ended2024-09-30
    13F 38,155 shares
    Change vs previous 13F +637 shares

    0.31% of the 13F portfolio, value $11,618,512.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment 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 ended2024-06-30
    13F 37,518 shares
    Change vs previous 13F -731 shares

    0.28% of the 13F portfolio, value $9,561,021.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment 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 ended2024-03-31
    13F 38,249 shares
    Change vs previous 13F -12 shares

    0.34% of the 13F portfolio, value $10,784,260.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment 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 ended2023-12-31
    13F 38,261 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $11,344,794.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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