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JOURNEY STRATEGIC WEALTH LLC: MCD position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 14,246 MCD shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 14,246 shares
    Change vs previous 13F +2,616 shares

    0.11% of the 13F portfolio, value $4,427,740.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH 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 11,630 shares
    Change vs previous 13F -1,394 shares

    0.09% of the 13F portfolio, value $3,554,700.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH 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 13,024 shares
    Change vs previous 13F +529 shares

    0.11% of the 13F portfolio, value $3,958,085.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH 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 12,495 shares
    Change vs previous 13F +3,604 shares

    0.12% of the 13F portfolio, value $3,650,746.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH 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 8,891 shares
    Change vs previous 13F +2,969 shares

    0.1% of the 13F portfolio, value $2,777,370.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH 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 5,922 shares
    Change vs previous 13F +1,332 shares

    0.06% of the 13F portfolio, value $1,716,854.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH 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 4,590 shares
    Change vs previous 13F +1,407 shares

    0.05% of the 13F portfolio, value $1,397,832.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH 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 3,183 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $811,266.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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