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Disclosery

RKL Wealth Management LLC: MCD position timeline

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

RKL Wealth Management LLC held 8,593 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,593 shares
    Change vs previous 13F +22 shares

    0.19% of the 13F portfolio, value $2,322,690.

    13F-HR 0001604723-26-000003 filed by RKL 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 8,571 shares
    Change vs previous 13F -221 shares

    0.24% of the 13F portfolio, value $2,663,797.

    13F-HR 0001604723-26-000002 filed by RKL 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 8,792 shares
    Change vs previous 13F -170 shares

    0.22% of the 13F portfolio, value $2,686,996.

    13F-HR 0001604723-26-000001 filed by RKL 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 8,962 shares
    Change vs previous 13F -1,184 shares

    0.23% of the 13F portfolio, value $2,723,348.

    13F-HR 0001604723-25-000003 filed by RKL 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 10,146 shares
    Change vs previous 13F +562 shares

    0.26% of the 13F portfolio, value $2,964,483.

    13F-HR 0001085146-25-003973 filed by RKL 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 9,584 shares
    Change vs previous 13F -257 shares

    0.28% of the 13F portfolio, value $2,993,601.

    13F-HR 0001085146-25-002364 filed by RKL 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 9,841 shares
    Change vs previous 13F -264 shares

    0.25% of the 13F portfolio, value $2,852,732.

    13F-HR 0001085146-25-000869 filed by RKL 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 10,105 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,077,130.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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