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Disclosery

West Family Investments, Inc.: MCD position timeline

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

West Family Investments, Inc. held 4,739 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,739 shares
    Change vs previous 13F -30 shares

    0.37% of the 13F portfolio, value $1,280,999.

    13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
    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 4,769 shares
    Change vs previous 13F -765 shares

    0.52% of the 13F portfolio, value $1,482,158.

    13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
    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 5,534 shares
    Change vs previous 13F -993 shares

    0.4% of the 13F portfolio, value $1,691,356.

    13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
    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/A 6,527 shares
    Change vs previous 13F +168 shares

    0.44% of the 13F portfolio, value $1,983,490.

    13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
    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 6,359 shares
    Change vs previous 13F +1,473 shares

    0.48% of the 13F portfolio, value $1,857,909.

    13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
    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 4,886 shares
    Change vs previous 13F +10 shares

    0.57% of the 13F portfolio, value $1,526,240.

    13F-HR 0001568303-25-000005 filed by West Family Investments, Inc.
    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 4,876 shares
    Change vs previous 13F +79 shares

    0.49% of the 13F portfolio, value $1,413,504.

    13F-HR 0001568303-25-000002 filed by West Family Investments, Inc.
    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 4,797 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,460,734.

    13F-HR 0001568303-24-000008 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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