MOKAN Wealth Management Inc.: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOKAN Wealth Management Inc. on MCD, newest first. How the timeline and the estimate are built.
MOKAN Wealth Management Inc. held 16,005 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 16,005 sharesChange vs previous 13F +3,743 shares
1.65% of the 13F portfolio, value $4,326,694.
13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,262 sharesChange vs previous 13F -3,039 shares
1.69% of the 13F portfolio, value $3,811,156.
13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,301 sharesChange vs previous 13F +2,459 shares
2.07% of the 13F portfolio, value $4,677,154.
13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,842 sharesChange vs previous 13F +958 shares
1.96% of the 13F portfolio, value $3,901,211.
13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,884 sharesChange vs previous 13F +951 shares
1.94% of the 13F portfolio, value $3,472,577.
13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,933 sharesChange vs previous 13F +148 shares
2.06% of the 13F portfolio, value $3,416,338.
13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,785 sharesChange vs previous 13F not available
1.99% of the 13F portfolio, value $3,126,756.
13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).