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JNBA Financial Advisors: MCD position timeline

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

JNBA Financial Advisors held 5,155 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,155 shares
    Change vs previous 13F +492 shares

    0.11% of the 13F portfolio, value $1,393,482.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 4,663 shares
    Change vs previous 13F -278 shares

    0.12% of the 13F portfolio, value $1,449,252.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 4,941 shares
    Change vs previous 13F -17 shares

    0.13% of the 13F portfolio, value $1,510,156.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 4,958 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,506,724.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 4,958 shares
    Change vs previous 13F -29 shares

    0.14% of the 13F portfolio, value $1,448,615.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 4,987 shares
    Change vs previous 13F -115 shares

    0.16% of the 13F portfolio, value $1,557,827.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 5,102 shares
    Change vs previous 13F -204 shares

    0.15% of the 13F portfolio, value $1,479,055.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 5,306 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,615,767.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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