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Disclosery

Trek Financial, LLC: MCD position timeline

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

Trek Financial, LLC held 7,860 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,860 shares
    Change vs previous 13F +6,305 shares

    0.11% of the 13F portfolio, value $2,124,713.

    13F-HR 0001104659-26-095623 filed by Trek Financial, 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 1,555 shares
    Change vs previous 13F +138 shares

    0.03% of the 13F portfolio, value $483,366.

    13F-HR 0001104659-26-059964 filed by Trek Financial, 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 1,417 shares
    Change vs previous 13F -4,072 shares

    0.03% of the 13F portfolio, value $433,164.

    13F-HR 0001104659-26-010107 filed by Trek Financial, 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 5,489 shares
    Change vs previous 13F +4,084 shares

    0.1% of the 13F portfolio, value $1,668,138.

    13F-HR 0001104659-25-104735 filed by Trek Financial, 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 1,405 shares
    Change vs previous 13F -3,455 shares

    0.03% of the 13F portfolio, value $410,581.

    13F-HR 0001104659-25-077438 filed by Trek Financial, 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 4,860 shares
    Change vs previous 13F +3,645 shares

    0.11% of the 13F portfolio, value $1,518,206.

    13F-HR 0001104659-25-041935 filed by Trek Financial, 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 1,215 shares
    Change vs previous 13F -91 shares

    0.03% of the 13F portfolio, value $352,257.

    13F-HR 0001104659-25-012598 filed by Trek Financial, 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 1,306 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $397,690.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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