Obermeyer Wealth Partners: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Obermeyer Wealth Partners on MCD, newest first. How the timeline and the estimate are built.
Obermeyer Wealth Partners held 4,593 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,593 sharesChange vs previous 13F -178 shares
0.05% of the 13F portfolio, value $1,241,534.
13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,771 sharesChange vs previous 13F -362 shares
0.07% of the 13F portfolio, value $1,482,779.
13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,133 sharesChange vs previous 13F -112 shares
0.07% of the 13F portfolio, value $1,568,799.
13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,245 sharesChange vs previous 13F -2,058 shares
0.07% of the 13F portfolio, value $1,593,903.
13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,303 sharesChange vs previous 13F -49 shares
0.11% of the 13F portfolio, value $2,133,718.
13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,352 sharesChange vs previous 13F +766 shares
0.12% of the 13F portfolio, value $2,296,544.
13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,586 sharesChange vs previous 13F -414 shares
0.1% of the 13F portfolio, value $1,909,216.
13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,000 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $2,131,496.
13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).