Skip to content
Disclosery

Private Wealth Partners, LLC: MCD position timeline

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

Private Wealth Partners, LLC held 10,227 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,227 shares
    Change vs previous 13F -374 shares

    0.2% of the 13F portfolio, value $2,764,460.

    13F-HR 0001335851-26-000005 filed by Private 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 10,601 shares
    Change vs previous 13F +340 shares

    0.25% of the 13F portfolio, value $3,294,685.

    13F-HR 0001335851-26-000002 filed by Private 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 10,261 shares
    Change vs previous 13F -792 shares

    0.22% of the 13F portfolio, value $3,136,069.

    13F-HR 0001335851-26-000001 filed by Private 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 11,053 shares
    Change vs previous 13F -110 shares

    0.24% of the 13F portfolio, value $3,358,896.

    13F-HR 0001335851-25-000004 filed by Private 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 11,163 shares
    Change vs previous 13F -956 shares

    0.25% of the 13F portfolio, value $3,261,494.

    13F-HR 0001085146-25-004438 filed by Private 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 12,119 shares
    Change vs previous 13F -729 shares

    0.31% of the 13F portfolio, value $3,785,612.

    13F-HR 0001085146-25-002217 filed by Private 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 12,848 shares
    Change vs previous 13F -270 shares

    0.29% of the 13F portfolio, value $3,724,507.

    13F-HR 0001085146-25-000680 filed by Private 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 13,118 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,994,562.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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