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Disclosery

Principle Wealth Partners LLC: MCD position timeline

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

Principle Wealth Partners LLC held 69,482 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,482 shares
    Change vs previous 13F +644 shares

    0.93% of the 13F portfolio, value $18,781,612.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 68,838 shares
    Change vs previous 13F -63 shares

    1.22% of the 13F portfolio, value $21,394,118.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 68,901 shares
    Change vs previous 13F +726 shares

    1.19% of the 13F portfolio, value $21,058,060.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 68,175 shares
    Change vs previous 13F -33 shares

    1.2% of the 13F portfolio, value $20,717,621.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 68,208 shares
    Change vs previous 13F +563 shares

    1.24% of the 13F portfolio, value $19,928,416.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 67,645 shares
    Change vs previous 13F -134 shares

    1.51% of the 13F portfolio, value $21,130,480.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 67,779 shares
    Change vs previous 13F -173 shares

    1.38% of the 13F portfolio, value $19,648,468.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 67,952 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $20,691,997.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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