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Peterson Wealth Services: MCD position timeline

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

Peterson Wealth Services held 12,252 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,252 shares
    Change vs previous 13F -226 shares

    0.72% of the 13F portfolio, value $3,311,807.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 12,478 shares
    Change vs previous 13F +699 shares

    0.96% of the 13F portfolio, value $3,878,182.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 11,779 shares
    Change vs previous 13F +11,432 shares

    0.92% of the 13F portfolio, value $3,600,117.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 347 shares
    Change vs previous 13F -11,199 shares

    0.99% of the 13F portfolio, value $3,598,005.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 11,546 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,373,357.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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