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Disclosery

Palumbo Wealth Management LLC: MCD position timeline

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

Palumbo Wealth Management LLC held 9,429 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,429 shares
    Change vs previous 13F -376 shares

    0.53% of the 13F portfolio, value $2,548,627.

    13F-HR 0001951757-26-001230 filed by Palumbo 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 9,805 shares
    Change vs previous 13F -1,325 shares

    0.74% of the 13F portfolio, value $3,047,376.

    13F-HR 0001951757-26-000821 filed by Palumbo 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 11,130 shares
    Change vs previous 13F -787 shares

    0.84% of the 13F portfolio, value $3,401,694.

    13F-HR 0001951757-26-000262 filed by Palumbo 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 11,917 shares
    Change vs previous 13F +113 shares

    1.13% of the 13F portfolio, value $3,531,670.

    13F-HR 0001951757-25-001362 filed by Palumbo 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 11,804 shares
    Change vs previous 13F +182 shares

    1.07% of the 13F portfolio, value $3,448,912.

    13F-HR 0001951757-25-000827 filed by Palumbo 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 11,622 shares
    Change vs previous 13F +2,361 shares

    1.21% of the 13F portfolio, value $3,630,284.

    13F-HR 0001951757-25-000421 filed by Palumbo 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 9,261 shares
    Change vs previous 13F +1,187 shares

    1% of the 13F portfolio, value $2,684,609.

    13F-HR 0001951757-25-000159 filed by Palumbo 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 8,074 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,458,610.

    13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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