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4WEALTH ADVISORS, INC.: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on MCD, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 1,542 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,542 shares
    Change vs previous 13F -1,985 shares

    0.25% of the 13F portfolio, value $361,020.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,527 shares
    Change vs previous 13F +48 shares

    0.72% of the 13F portfolio, value $942,321.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,479 shares
    Change vs previous 13F +2 shares

    0.92% of the 13F portfolio, value $1,073,481.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,477 shares
    Change vs previous 13F +99 shares

    0.92% of the 13F portfolio, value $1,062,794.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,378 shares
    Change vs previous 13F +172 shares

    0.95% of the 13F portfolio, value $1,026,494.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,206 shares
    Change vs previous 13F -16 shares

    0.97% of the 13F portfolio, value $936,690.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,222 shares
    Change vs previous 13F +164 shares

    1.11% of the 13F portfolio, value $1,006,416.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,058 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $886,441.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).