Skip to content

NewEdge Wealth, LLC: MCD position timeline

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

NewEdge Wealth, LLC held 13,236 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,236 shares
    Change vs previous 13F -1,554 shares

    0.04% of the 13F portfolio, value $3,577,814.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 ended2026-03-31
    13F 14,790 shares
    Change vs previous 13F -13,811 shares

    0.05% of the 13F portfolio, value $4,596,537.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 ended2025-12-31
    13F 28,601 shares
    Change vs previous 13F +3,341 shares

    0.1% of the 13F portfolio, value $8,741,372.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 ended2025-09-30
    13F 25,260 shares
    Change vs previous 13F -8,636 shares

    0.11% of the 13F portfolio, value $7,721,177.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 ended2025-06-30
    13F 33,896 shares
    Change vs previous 13F +1,114 shares

    0.16% of the 13F portfolio, value $10,437,052.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 ended2025-03-31
    13F 32,782 shares
    Change vs previous 13F -60,393 shares

    0.19% of the 13F portfolio, value $10,240,070.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 ended2024-12-31
    13F 93,175 shares
    Change vs previous 13F +5,237 shares

    0.47% of the 13F portfolio, value $27,010,540.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 ended2024-09-30
    13F 87,938 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $26,778,087.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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