13F

Position

Compound Planning, Inc. in Mcdonalds Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $80.6K$305.63$310.79

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202515.6K$4.77M0.1%
Q1 202617.1K$5.3M$310.79$80.6K$447.8K0.2%