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CFM WEALTH PARTNERS LLC: MCD position timeline

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

CFM WEALTH PARTNERS LLC held 10,517 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,517 shares
    Change vs previous 13F -5,206 shares

    0.36% of the 13F portfolio, value $2,842,816.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 15,723 shares
    Change vs previous 13F -284 shares

    0.73% of the 13F portfolio, value $4,886,512.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 16,007 shares
    Change vs previous 13F -1,920 shares

    0.71% of the 13F portfolio, value $4,892,181.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 17,927 shares
    Change vs previous 13F -1,603 shares

    0.79% of the 13F portfolio, value $5,447,758.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 19,530 shares
    Change vs previous 13F +146 shares

    0.91% of the 13F portfolio, value $5,706,044.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS 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 19,384 shares
    Change vs previous 13F +492 shares

    1.07% of the 13F portfolio, value $6,054,945.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS 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 18,892 shares
    Change vs previous 13F +382 shares

    0.92% of the 13F portfolio, value $5,476,574.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH PARTNERS 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/A 18,510 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $5,636,452.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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