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Rockline Wealth Management, LLC: MCD position timeline

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

Rockline Wealth Management, LLC held 17,513 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 17,513 shares
    Change vs previous 13F -431 shares

    0.91% of the 13F portfolio, value $4,733,975.

    13F-HR 0001172661-26-002781 filed by Rockline 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 17,944 shares
    Change vs previous 13F -63 shares

    1.21% of the 13F portfolio, value $5,576,926.

    13F-HR 0001172661-26-001574 filed by Rockline 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 18,007 shares
    Change vs previous 13F +452 shares

    1.12% of the 13F portfolio, value $5,503,523.

    13F-HR 0001172661-26-000560 filed by Rockline 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 17,555 shares
    Change vs previous 13F +178 shares

    1.1% of the 13F portfolio, value $5,334,640.

    13F-HR 0001172661-25-004538 filed by Rockline 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 17,377 shares
    Change vs previous 13F +120 shares

    1.2% of the 13F portfolio, value $5,076,898.

    13F-HR 0001172661-25-002900 filed by Rockline 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 17,257 shares
    Change vs previous 13F +450 shares

    1.5% of the 13F portfolio, value $5,390,407.

    13F-HR 0001172661-25-001525 filed by Rockline 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 16,807 shares
    Change vs previous 13F +728 shares

    1.3% of the 13F portfolio, value $4,872,034.

    13F-HR 0001172661-25-000354 filed by Rockline 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 16,079 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $4,896,080.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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