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Centric Wealth Management: MCD position timeline

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

Centric Wealth Management held 4,401 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,401 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,250,191.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 4,401 shares
    Change vs previous 13F -45 shares

    0.25% of the 13F portfolio, value $1,250,191.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 4,446 shares
    Change vs previous 13F +29 shares

    0.3% of the 13F portfolio, value $1,416,331.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 4,417 shares
    Change vs previous 13F -33 shares

    0.29% of the 13F portfolio, value $1,318,192.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 4,450 shares
    Change vs previous 13F +29 shares

    0.32% of the 13F portfolio, value $1,359,168.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 4,421 shares
    Change vs previous 13F -13 shares

    0.36% of the 13F portfolio, value $1,381,078.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 4,434 shares
    Change vs previous 13F -1,088 shares

    0.35% of the 13F portfolio, value $1,285,357.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 5,522 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,623,468.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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