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Disclosery

RMR Wealth Builders: MCD position timeline

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

RMR Wealth Builders held 15,458 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,458 shares
    Change vs previous 13F +5,324 shares

    0.26% of the 13F portfolio, value $4,178,572.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 10,134 shares
    Change vs previous 13F +1,548 shares

    0.25% of the 13F portfolio, value $3,149,428.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 8,586 shares
    Change vs previous 13F +968 shares

    0.21% of the 13F portfolio, value $2,624,020.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 7,618 shares
    Change vs previous 13F +514 shares

    0.19% of the 13F portfolio, value $2,315,061.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 7,104 shares
    Change vs previous 13F +521 shares

    0.19% of the 13F portfolio, value $2,075,630.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 6,583 shares
    Change vs previous 13F +972 shares

    0.22% of the 13F portfolio, value $2,056,442.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 5,611 shares
    Change vs previous 13F +535 shares

    0.17% of the 13F portfolio, value $1,626,463.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 5,076 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,545,654.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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