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Concurrent Investment Advisors, LLC: MCD position timeline

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

Concurrent Investment Advisors, LLC held 80,457 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,457 shares
    Change vs previous 13F +10,535 shares

    0.19% of the 13F portfolio, value $21,748,245.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, 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 69,922 shares
    Change vs previous 13F +4,801 shares

    0.24% of the 13F portfolio, value $21,730,775.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, 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 65,121 shares
    Change vs previous 13F +24,446 shares

    0.23% of the 13F portfolio, value $19,902,938.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, 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 40,675 shares
    Change vs previous 13F +187 shares

    0.21% of the 13F portfolio, value $12,360,753.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, 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 40,488 shares
    Change vs previous 13F +701 shares

    0.23% of the 13F portfolio, value $11,829,385.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, 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 39,787 shares
    Change vs previous 13F +8,959 shares

    0.3% of the 13F portfolio, value $12,428,325.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, 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 30,828 shares
    Change vs previous 13F -2,920 shares

    0.24% of the 13F portfolio, value $8,936,591.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, 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 33,748 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $10,276,750.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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