13F

Position

Segment Wealth Management, 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 $285K$305.63$310.79

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202555.2K$16.9M1.0%
Q1 202656.5K$17.5M$310.79$285K$385.1K1.0%