Institutional Owners for MCD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CURI WEALTH MANAGEMENT LLC | COM | 3351 | $348,921 | 1,177 | 0.00 | 0.00 | -7 | -0.59 | 12-31-2023 |
| SATOVSKY ASSET MANAGEMENT LLC | COM | 3352 | $331,438 | 1,176 | 0.00 | 0.00 | 14 | 1.20 | 03-31-2024 |
| SWARTHMORE GROUP INC | COM | 3353 | $290,000 | 1,176 | 0.12 | 0.07 | 0 | 0.00 | 06-30-2022 |
| MTM INVESTMENT MANAGEMENT LLC | COM | 3354 | $331,087 | 1,174 | 0.00 | 0.00 | 38 | 3.35 | 03-31-2024 |
