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Sound Financial Strategies Group, LLC: MCD position timeline

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

Sound Financial Strategies Group, LLC held 1,286 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,286 shares
    Change vs previous 13F +47 shares

    0.22% of the 13F portfolio, value $347,619.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies Group, 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 1,239 shares
    Change vs previous 13F -1,261 shares

    0.26% of the 13F portfolio, value $385,069.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies Group, 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 2,500 shares
    Change vs previous 13F +125 shares

    0.54% of the 13F portfolio, value $764,075.

    13F-HR 0001398344-26-001982 filed by Sound Financial Strategies Group, 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 2,375 shares
    Change vs previous 13F -90 shares

    0.53% of the 13F portfolio, value $721,739.

    13F-HR 0001398344-25-019658 filed by Sound Financial Strategies Group, 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 2,465 shares
    Change vs previous 13F +41 shares

    0.61% of the 13F portfolio, value $720,204.

    13F-HR 0001398344-25-014607 filed by Sound Financial Strategies Group, 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 2,424 shares
    Change vs previous 13F -622 shares

    0.68% of the 13F portfolio, value $757,185.

    13F-HR 0001398344-25-009055 filed by Sound Financial Strategies Group, 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 3,046 shares
    Change vs previous 13F +338 shares

    0.74% of the 13F portfolio, value $883,005.

    13F-HR 0001398344-25-002079 filed by Sound Financial Strategies Group, 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 2,708 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $824,613.

    13F-HR 0001398344-24-020438 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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