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Gradient Investments LLC: MCD position timeline

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

Gradient Investments LLC held 138,769 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 138,769 shares
    Change vs previous 13F +16,203 shares

    0.46% of the 13F portfolio, value $32,047,317.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 122,566 shares
    Change vs previous 13F -2,629 shares

    0.46% of the 13F portfolio, value $33,130,741.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 125,195 shares
    Change vs previous 13F -1,745 shares

    0.6% of the 13F portfolio, value $38,909,279.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 126,940 shares
    Change vs previous 13F +2,019 shares

    0.62% of the 13F portfolio, value $38,796,685.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 124,921 shares
    Change vs previous 13F +3,612 shares

    0.63% of the 13F portfolio, value $37,962,141.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 121,309 shares
    Change vs previous 13F +1,584 shares

    0.65% of the 13F portfolio, value $35,442,872.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 119,725 shares
    Change vs previous 13F +3,941 shares

    0.75% of the 13F portfolio, value $37,398,560.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 115,784 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $33,564,514.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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