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Disclosery

SVB WEALTH LLC: MCD position timeline

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

SVB WEALTH LLC held 8,444 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,444 shares
    Change vs previous 13F -5,794 shares

    0.14% of the 13F portfolio, value $2,282,660.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH 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 14,238 shares
    Change vs previous 13F -2,688 shares

    0.29% of the 13F portfolio, value $4,425,160.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH 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 16,926 shares
    Change vs previous 13F -5,870 shares

    0.3% of the 13F portfolio, value $5,173,107.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH 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 22,796 shares
    Change vs previous 13F +25 shares

    0.37% of the 13F portfolio, value $6,927,663.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH 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 22,771 shares
    Change vs previous 13F +22,771 shares

    0.36% of the 13F portfolio, value $6,653,063.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 0 shares
    Change vs previous 13F -42,270 shares

    13F-HR 0001626116-25-000003 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 42,270 shares
    Change vs previous 13F +42,270 shares

    0.23% of the 13F portfolio, value $12,253,576.

    13F-HR 0001626116-25-000001 filed by SVB WEALTH 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.