13F

Position

XML Financial, 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 $38K$305.64$310.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20257.45K$2.28M0.2%
Q1 20267.39K$2.3M$310.78$38K−$19.6K0.2%