Skip to content
Disclosery

Cassaday & Co Wealth Management LLC: MCD position timeline

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

Cassaday & Co Wealth Management LLC held 27,366 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,366 shares
    Change vs previous 13F -522 shares

    0.14% of the 13F portfolio, value $7,397,214.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co 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 27,888 shares
    Change vs previous 13F +285 shares

    0.18% of the 13F portfolio, value $8,667,312.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co 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 27,603 shares
    Change vs previous 13F -333 shares

    0.18% of the 13F portfolio, value $8,436,298.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co 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 27,936 shares
    Change vs previous 13F -24 shares

    0.2% of the 13F portfolio, value $8,489,397.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co 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 27,960 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $8,168,983.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co 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 27,956 shares
    Change vs previous 13F -114 shares

    0.25% of the 13F portfolio, value $8,732,492.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co 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 28,070 shares
    Change vs previous 13F +123 shares

    0.22% of the 13F portfolio, value $8,137,350.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co 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 27,947 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,510,102.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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