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Disclosery

Souders Financial Advisors: MCD position timeline

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

Souders Financial Advisors held 5,757 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,757 shares
    Change vs previous 13F -540 shares

    0.16% of the 13F portfolio, value $1,556,151.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 6,297 shares
    Change vs previous 13F -144 shares

    0.22% of the 13F portfolio, value $1,957,071.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 6,441 shares
    Change vs previous 13F +316 shares

    0.23% of the 13F portfolio, value $1,968,625.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 6,125 shares
    Change vs previous 13F -291 shares

    0.22% of the 13F portfolio, value $1,861,216.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 6,416 shares
    Change vs previous 13F -693 shares

    0.24% of the 13F portfolio, value $1,874,701.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 7,109 shares
    Change vs previous 13F -3,185 shares

    0.31% of the 13F portfolio, value $2,220,739.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 10,294 shares
    Change vs previous 13F -3,866 shares

    0.42% of the 13F portfolio, value $2,984,254.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 14,160 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,311,924.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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