KFG WEALTH MANAGEMENT, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFG WEALTH MANAGEMENT, LLC on MCD, newest first. How the timeline and the estimate are built.
KFG WEALTH MANAGEMENT, LLC held 2,228 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,228 sharesChange vs previous 13F -222 shares
0.07% of the 13F portfolio, value $602,262.
13F-HR 0001919344-26-000005 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,450 sharesChange vs previous 13F -32 shares
0.1% of the 13F portfolio, value $761,546.
13F-HR 0001919344-26-000004 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,482 sharesChange vs previous 13F -179 shares
0.1% of the 13F portfolio, value $758,427.
13F-HR 0001919344-26-000001 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,661 sharesChange vs previous 13F -45 shares
0.12% of the 13F portfolio, value $808,537.
13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,706 sharesChange vs previous 13F +293 shares
0.13% of the 13F portfolio, value $790,491.
13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,413 sharesChange vs previous 13F -98 shares
0.14% of the 13F portfolio, value $753,854.
13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,511 sharesChange vs previous 13F -155 shares
0.14% of the 13F portfolio, value $727,939.
13F-HR 0001919344-25-000002 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,666 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $811,754.
13F-HR 0001919344-24-000006 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).