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AE Wealth Management LLC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on MCD, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 357,206 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 357,206 shares
    Change vs previous 13F +12,420 shares

    0.45% of the 13F portfolio, value $96,556,243.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 344,786 shares
    Change vs previous 13F +59,593 shares

    0.58% of the 13F portfolio, value $107,154,949.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 285,193 shares
    Change vs previous 13F -31,748 shares

    0.5% of the 13F portfolio, value $87,162,678.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 316,941 shares
    Change vs previous 13F +36,277 shares

    0.61% of the 13F portfolio, value $96,315,583.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 280,664 shares
    Change vs previous 13F +13,627 shares

    0.6% of the 13F portfolio, value $82,003,042.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 267,037 shares
    Change vs previous 13F +18,998 shares

    0.7% of the 13F portfolio, value $83,413,164.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 248,039 shares
    Change vs previous 13F +25,160 shares

    0.61% of the 13F portfolio, value $71,904,374.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 222,879 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $67,868,597.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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