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Disclosery

SUMMITRY LLC: MCD position timeline

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

SUMMITRY LLC held 27,800 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,800 shares
    Change vs previous 13F +2,123 shares

    0.25% of the 13F portfolio, value $7,514,637.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 25,677 shares
    Change vs previous 13F +380 shares

    0.28% of the 13F portfolio, value $7,980,309.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 25,297 shares
    Change vs previous 13F +1,712 shares

    0.32% of the 13F portfolio, value $7,731,561.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 23,585 shares
    Change vs previous 13F +1,622 shares

    0.3% of the 13F portfolio, value $7,167,393.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 21,963 shares
    Change vs previous 13F +1,806 shares

    0.29% of the 13F portfolio, value $6,416,956.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 20,157 shares
    Change vs previous 13F +1,553 shares

    0.32% of the 13F portfolio, value $6,296,423.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 18,604 shares
    Change vs previous 13F +1,476 shares

    0.26% of the 13F portfolio, value $5,393,114.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 17,128 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,215,648.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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