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FRG Family Wealth Advisors LLC: MCD position timeline

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

FRG Family Wealth Advisors LLC held 8,213 MCD shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 8,213 shares
    Change vs previous 13F -2,029 shares

    0.42% of the 13F portfolio, value $2,552,518.

    13F-HR 0001893327-26-000002 filed by FRG Family 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 ended2025-12-31
    13F 10,242 shares
    Change vs previous 13F -284 shares

    0.49% of the 13F portfolio, value $3,130,262.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 10,526 shares
    Change vs previous 13F -145 shares

    0.51% of the 13F portfolio, value $3,198,746.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 10,671 shares
    Change vs previous 13F -330 shares

    0.54% of the 13F portfolio, value $3,117,746.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 11,001 shares
    Change vs previous 13F -351 shares

    0.66% of the 13F portfolio, value $3,436,382.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 11,352 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $3,290,831.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 11,352 shares
    Change vs previous 13F -175 shares

    0.62% of the 13F portfolio, value $3,456,798.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 11,527 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,112,982.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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