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Disclosery

Corient Private Wealth LP: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on MCD, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 745,825 MCD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 745,825 shares
    Change vs previous 13F -112,215 shares

    0.28% of the 13F portfolio, value $201,604,112.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 858,040 shares
    Change vs previous 13F -21,753 shares

    0.38% of the 13F portfolio, value $265,168,188.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 879,793 shares
    Change vs previous 13F +35,146 shares

    0.37% of the 13F portfolio, value $268,985,572.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 844,647 shares
    Change vs previous 13F -62,029 shares

    0.4% of the 13F portfolio, value $254,745,141.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 906,676 shares
    Change vs previous 13F -30,696 shares

    0.35% of the 13F portfolio, value $264,902,722.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 937,372 shares
    Change vs previous 13F -106,864 shares

    0.48% of the 13F portfolio, value $292,808,118.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 1,044,236 shares
    Change vs previous 13F -33,953 shares

    0.5% of the 13F portfolio, value $301,041,453.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 1,078,189 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $328,319,284.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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