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Disclosery

Vest Financial, LLC: MCD position timeline

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

Vest Financial, LLC held 198,728 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,728 shares
    Change vs previous 13F -4,248 shares

    0.56% of the 13F portfolio, value $53,718,165.

    13F-HR 0001709632-26-000006 filed by Vest 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 202,976 shares
    Change vs previous 13F +15,260 shares

    0.76% of the 13F portfolio, value $63,082,911.

    13F-HR 0001709632-26-000004 filed by Vest 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 187,716 shares
    Change vs previous 13F -21,070 shares

    0.73% of the 13F portfolio, value $57,371,642.

    13F-HR 0001709632-26-000002 filed by Vest 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 208,786 shares
    Change vs previous 13F +19,631 shares

    0.83% of the 13F portfolio, value $63,447,979.

    13F-HR 0001709632-25-000006 filed by Vest 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 189,155 shares
    Change vs previous 13F -18,349 shares

    0.78% of the 13F portfolio, value $55,265,416.

    13F-HR 0001085146-25-004177 filed by Vest 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 207,504 shares
    Change vs previous 13F +13,549 shares

    1.01% of the 13F portfolio, value $64,818,025.

    13F-HR 0001085146-25-002044 filed by Vest 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 193,955 shares
    Change vs previous 13F -367 shares

    1% of the 13F portfolio, value $56,225,616.

    13F-HR 0001085146-25-000544 filed by Vest 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 194,322 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $59,172,992.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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