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Disclosery

Falcon Wealth Planning: MCD position timeline

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

Falcon Wealth Planning held 2,073 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,073 shares
    Change vs previous 13F -130 shares

    0.04% of the 13F portfolio, value $560,231.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 2,203 shares
    Change vs previous 13F +249 shares

    0.05% of the 13F portfolio, value $684,498.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 1,954 shares
    Change vs previous 13F +116 shares

    0.05% of the 13F portfolio, value $597,318.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 1,838 shares
    Change vs previous 13F +68 shares

    0.05% of the 13F portfolio, value $558,652.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 1,770 shares
    Change vs previous 13F -82 shares

    0.05% of the 13F portfolio, value $517,226.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 1,852 shares
    Change vs previous 13F +216 shares

    0.06% of the 13F portfolio, value $578,586.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 1,636 shares
    Change vs previous 13F -35 shares

    0.05% of the 13F portfolio, value $474,318.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 1,671 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $508,778.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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