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Modera Wealth Management, LLC: MCD position timeline

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

Modera Wealth Management, LLC held 32,777 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,777 shares
    Change vs previous 13F -1,768 shares

    0.09% of the 13F portfolio, value $8,860,082.

    13F-HR 0001398344-26-013292 filed by Modera 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 34,545 shares
    Change vs previous 13F +1,663 shares

    0.13% of the 13F portfolio, value $10,736,382.

    13F-HR 0001398344-26-008552 filed by Modera 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 32,882 shares
    Change vs previous 13F +254 shares

    0.12% of the 13F portfolio, value $10,049,737.

    13F-HR 0001398344-26-000944 filed by Modera 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 32,628 shares
    Change vs previous 13F +1,070 shares

    0.11% of the 13F portfolio, value $9,915,179.

    13F-HR 0001398344-25-020069 filed by Modera 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 31,558 shares
    Change vs previous 13F +1,945 shares

    0.11% of the 13F portfolio, value $9,220,418.

    13F-HR 0001398344-25-014578 filed by Modera 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 29,613 shares
    Change vs previous 13F +848 shares

    0.13% of the 13F portfolio, value $9,250,081.

    13F-HR 0001398344-25-008976 filed by Modera 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 28,765 shares
    Change vs previous 13F +2,497 shares

    0.1% of the 13F portfolio, value $8,338,823.

    13F-HR 0001398344-25-002046 filed by Modera 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 26,268 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,998,998.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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