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Steward Partners Investment Advisory, LLC: MCD position timeline

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

Steward Partners Investment Advisory, LLC held 162,541 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,541 shares
    Change vs previous 13F -121,001 shares

    0.22% of the 13F portfolio, value $43,936,518.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 283,542 shares
    Change vs previous 13F +41,225 shares

    0.45% of the 13F portfolio, value $88,122,002.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 242,317 shares
    Change vs previous 13F +11,432 shares

    0.41% of the 13F portfolio, value $74,059,591.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 230,885 shares
    Change vs previous 13F +107,627 shares

    0.4% of the 13F portfolio, value $70,163,575.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 123,258 shares
    Change vs previous 13F +2,471 shares

    0.28% of the 13F portfolio, value $36,012,327.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 120,787 shares
    Change vs previous 13F +1,685 shares

    0.33% of the 13F portfolio, value $37,730,438.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 119,102 shares
    Change vs previous 13F +4,439 shares

    0.31% of the 13F portfolio, value $34,526,420.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 114,663 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $34,915,973.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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