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Disclosery

BKM Wealth Management, LLC: MCD position timeline

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

BKM Wealth Management, LLC held 5,428 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,428 shares
    Change vs previous 13F +606 shares

    0.52% of the 13F portfolio, value $1,467,409.

    13F-HR 0002007263-26-000003 filed by BKM 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 4,822 shares
    Change vs previous 13F -376 shares

    0.55% of the 13F portfolio, value $1,498,805.

    13F-HR 0002007263-26-000002 filed by BKM 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 5,198 shares
    Change vs previous 13F -1,014 shares

    0.58% of the 13F portfolio, value $1,588,824.

    13F-HR 0002007263-26-000001 filed by BKM 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 6,212 shares
    Change vs previous 13F +4 shares

    0.7% of the 13F portfolio, value $1,887,909.

    13F-HR 0002007263-25-000007 filed by BKM 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 6,208 shares
    Change vs previous 13F -2,591 shares

    0.71% of the 13F portfolio, value $1,813,906.

    13F-HR 0002007263-25-000005 filed by BKM 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 8,799 shares
    Change vs previous 13F +215 shares

    1.13% of the 13F portfolio, value $2,748,640.

    13F-HR 0002007263-25-000004 filed by BKM 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 8,584 shares
    Change vs previous 13F -99 shares

    1.02% of the 13F portfolio, value $2,488,481.

    13F-HR 0002007263-25-000003 filed by BKM 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 8,683 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,644,103.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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