KELLEHER FINANCIAL ADVISORS: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLEHER FINANCIAL ADVISORS on MCD, newest first. How the timeline and the estimate are built.
KELLEHER FINANCIAL ADVISORS held 5,874 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 5,874 sharesChange vs previous 13F +2,492 shares
0.23% of the 13F portfolio, value $1,587,801.
13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,382 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $1,027,314.
13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,382 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $1,033,641.
13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,382 sharesChange vs previous 13F +200 shares
0.26% of the 13F portfolio, value $1,027,756.
13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,182 sharesChange vs previous 13F -30 shares
0.32% of the 13F portfolio, value $929,685.
13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,212 sharesChange vs previous 13F -31 shares
0.4% of the 13F portfolio, value $1,003,333.
13F-HR 0001172661-25-001804 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,243 sharesChange vs previous 13F +47 shares
0.35% of the 13F portfolio, value $940,113.
13F-HR 0001172661-25-000245 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,196 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $973,214.
13F-HR 0001172661-24-004524 filed by KELLEHER FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).