13F

Position

EVOLVE PRIVATE WEALTH, LLC 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 $22.5K$305.64$310.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.38K$1.34M0.1%
Q1 20265.39K$1.68M$310.78$22.5K$313.9K0.1%