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Disclosery

Trajan Wealth LLC: MCD position timeline

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

Trajan Wealth LLC held 14,665 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 14,665 shares
    Change vs previous 13F -484 shares

    0.15% of the 13F portfolio, value $3,963,985.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 15,149 shares
    Change vs previous 13F -287 shares

    0.19% of the 13F portfolio, value $4,708,267.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 15,436 shares
    Change vs previous 13F -392 shares

    0.2% of the 13F portfolio, value $4,717,715.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 15,828 shares
    Change vs previous 13F +499 shares

    0.21% of the 13F portfolio, value $4,809,805.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 15,329 shares
    Change vs previous 13F +338 shares

    0.22% of the 13F portfolio, value $4,478,745.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 14,991 shares
    Change vs previous 13F +914 shares

    0.26% of the 13F portfolio, value $4,682,757.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 14,077 shares
    Change vs previous 13F +1,406 shares

    0.23% of the 13F portfolio, value $4,080,860.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 12,671 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,858,452.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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