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Disclosery

Sowell Financial Services LLC: MCD position timeline

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

Sowell Financial Services LLC held 25,071 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,071 shares
    Change vs previous 13F +875 shares

    0.22% of the 13F portfolio, value $6,776,854.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 24,196 shares
    Change vs previous 13F +508 shares

    0.28% of the 13F portfolio, value $7,519,889.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 23,688 shares
    Change vs previous 13F +107 shares

    0.27% of the 13F portfolio, value $7,239,771.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 23,581 shares
    Change vs previous 13F +417 shares

    0.27% of the 13F portfolio, value $7,166,133.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 23,164 shares
    Change vs previous 13F -919 shares

    0.28% of the 13F portfolio, value $6,767,864.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 24,083 shares
    Change vs previous 13F +228 shares

    0.34% of the 13F portfolio, value $7,522,679.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 23,855 shares
    Change vs previous 13F +652 shares

    0.36% of the 13F portfolio, value $6,915,452.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 23,203 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $7,066,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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