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Successful Portfolios LLC: MCD position timeline

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

Successful Portfolios LLC held 3,320 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,320 shares
    Change vs previous 13F -35 shares

    0.36% of the 13F portfolio, value $773,662.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,355 shares
    Change vs previous 13F -48 shares

    0.43% of the 13F portfolio, value $924,544.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,403 shares
    Change vs previous 13F -1,027 shares

    0.58% of the 13F portfolio, value $1,051,272.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,430 shares
    Change vs previous 13F -28 shares

    0.69% of the 13F portfolio, value $1,361,392.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,458 shares
    Change vs previous 13F -5 shares

    0.79% of the 13F portfolio, value $1,354,673.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,463 shares
    Change vs previous 13F -18 shares

    0.8% of the 13F portfolio, value $1,303,857.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,481 shares
    Change vs previous 13F -25 shares

    0.95% of the 13F portfolio, value $1,399,591.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,506 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,306,374.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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