Carolina Wealth Advisors, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carolina Wealth Advisors, LLC on MCD, newest first. How the timeline and the estimate are built.
Carolina Wealth Advisors, LLC held 7,446 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 7,446 sharesChange vs previous 13F -97 shares
0.79% of the 13F portfolio, value $2,012,728.
13F-HR 0001437749-26-023157 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,543 sharesChange vs previous 13F +7,319 shares
0.98% of the 13F portfolio, value $2,344,289.
13F-HR 0001437749-26-011555 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 224 sharesChange vs previous 13F +183 shares
0.03% of the 13F portfolio, value $68,461.
13F-HR 0001437749-26-001613 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $12,459.
13F-HR 0001437749-25-030597 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 41 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $11,979.
13F-HR 0001437749-25-023179 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 41 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $12,807.
13F-HR 0001437749-25-012892 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 41 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $11,885.
13F-HR 0001437749-25-001108 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 41 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $12,485.
13F-HR 0001437749-24-031600 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).