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EP Wealth Advisors, LLC: MCD position timeline

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

EP Wealth Advisors, LLC held 282,614 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,614 shares
    Change vs previous 13F +40,757 shares

    0.29% of the 13F portfolio, value $76,393,396.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 241,857 shares
    Change vs previous 13F +3,025 shares

    0.37% of the 13F portfolio, value $75,166,713.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 238,832 shares
    Change vs previous 13F +8,939 shares

    0.38% of the 13F portfolio, value $72,994,212.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 229,893 shares
    Change vs previous 13F +5,690 shares

    0.44% of the 13F portfolio, value $67,167,983.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 224,203 shares
    Change vs previous 13F +8,795 shares

    0.56% of the 13F portfolio, value $70,034,341.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 215,408 shares
    Change vs previous 13F -778 shares

    0.51% of the 13F portfolio, value $62,444,655.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 216,186 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $65,830,730.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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