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Disclosery

HB Wealth Management, LLC: MCD position timeline

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

HB Wealth Management, LLC held 82,678 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,678 shares
    Change vs previous 13F -4,297 shares

    0.13% of the 13F portfolio, value $22,348,833.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 86,975 shares
    Change vs previous 13F +162 shares

    0.18% of the 13F portfolio, value $27,031,229.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 86,813 shares
    Change vs previous 13F +202 shares

    0.17% of the 13F portfolio, value $26,532,766.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 86,611 shares
    Change vs previous 13F +5,271 shares

    0.18% of the 13F portfolio, value $26,320,438.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 81,340 shares
    Change vs previous 13F -4,112 shares

    0.19% of the 13F portfolio, value $23,765,275.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 85,452 shares
    Change vs previous 13F +22,500 shares

    0.22% of the 13F portfolio, value $26,692,862.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 62,952 shares
    Change vs previous 13F +3,795 shares

    0.19% of the 13F portfolio, value $18,249,330.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 59,157 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $18,014,121.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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