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Disclosery

Smith Salley Wealth Management: MCD position timeline

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

Smith Salley Wealth Management held 13,108 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,108 shares
    Change vs previous 13F +36 shares

    0.15% of the 13F portfolio, value $3,543,258.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 13,072 shares
    Change vs previous 13F +842 shares

    0.2% of the 13F portfolio, value $4,062,635.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 12,230 shares
    Change vs previous 13F +761 shares

    0.19% of the 13F portfolio, value $3,737,872.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 11,469 shares
    Change vs previous 13F +2,129 shares

    0.18% of the 13F portfolio, value $3,485,402.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 9,340 shares
    Change vs previous 13F +787 shares

    0.16% of the 13F portfolio, value $2,728,828.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 8,553 shares
    Change vs previous 13F +68 shares

    0.18% of the 13F portfolio, value $2,671,646.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 8,485 shares
    Change vs previous 13F -245 shares

    0.16% of the 13F portfolio, value $2,459,591.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 8,730 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,658,467.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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