West Branch Capital LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Branch Capital LLC on MCD, newest first. How the timeline and the estimate are built.
West Branch Capital LLC held 3,927 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,927 sharesChange vs previous 13F -5,334 shares
0.25% of the 13F portfolio, value $1,061,396.
13F-HR 0001738723-26-000003 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,261 sharesChange vs previous 13F -976 shares
0.77% of the 13F portfolio, value $2,878,339.
13F-HR 0001738723-26-000002 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,237 sharesChange vs previous 13F -702 shares
0.81% of the 13F portfolio, value $3,128,670.
13F-HR 0001738723-26-000001 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,939 sharesChange vs previous 13F -188 shares
0.87% of the 13F portfolio, value $3,324,246.
13F-HR 0001738723-25-000005 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,127 sharesChange vs previous 13F +434 shares
0.96% of the 13F portfolio, value $3,251,056.
13F-HR 0001738723-25-000003 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,693 sharesChange vs previous 13F +735 shares
1.11% of the 13F portfolio, value $3,340,213.
13F-HR 0001738723-25-000002 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,958 sharesChange vs previous 13F +1,163 shares
0.92% of the 13F portfolio, value $2,886,870.
13F-HR 0001738723-25-000001 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,795 sharesChange vs previous 13F not available
0.93% of the 13F portfolio, value $2,678,204.
13F-HR 0001738723-24-000005 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).