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Segment Wealth Management, LLC: MCD position timeline

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

Segment Wealth Management, LLC held 57,577 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,577 shares
    Change vs previous 13F +1,112 shares

    0.81% of the 13F portfolio, value $15,563,527.

    13F-HR 0001575581-26-000003 filed by Segment 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 56,465 shares
    Change vs previous 13F +1,239 shares

    1.03% of the 13F portfolio, value $17,548,628.

    13F-HR 0001575581-26-000002 filed by Segment 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 55,226 shares
    Change vs previous 13F +376 shares

    0.98% of the 13F portfolio, value $16,878,595.

    13F-HR 0001575581-26-000001 filed by Segment 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 54,850 shares
    Change vs previous 13F +392 shares

    1% of the 13F portfolio, value $16,668,341.

    13F-HR 0001575581-25-000003 filed by Segment 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 54,458 shares
    Change vs previous 13F -214 shares

    1.01% of the 13F portfolio, value $15,910,853.

    13F-HR 0001085146-25-003996 filed by Segment 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 54,672 shares
    Change vs previous 13F +937 shares

    1.16% of the 13F portfolio, value $17,077,918.

    13F-HR 0001085146-25-002215 filed by Segment 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 53,735 shares
    Change vs previous 13F -101 shares

    1.06% of the 13F portfolio, value $15,577,149.

    13F-HR 0001085146-25-000297 filed by Segment 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 53,836 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $16,393,691.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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