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Ascent Group, LLC: MCD position timeline

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

Ascent Group, LLC held 21,529 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,529 shares
    Change vs previous 13F -118 shares

    0.17% of the 13F portfolio, value $5,819,535.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 21,647 shares
    Change vs previous 13F +5,706 shares

    0.23% of the 13F portfolio, value $6,727,624.

    13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 15,941 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,854,267.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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