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Disclosery

Waldron Private Wealth LLC: MCD position timeline

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

Waldron Private Wealth LLC held 7,591 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 7,591 shares
    Change vs previous 13F +302 shares

    0.07% of the 13F portfolio, value $2,051,924.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 7,289 shares
    Change vs previous 13F -39 shares

    0.09% of the 13F portfolio, value $2,265,350.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 7,328 shares
    Change vs previous 13F -268 shares

    0.09% of the 13F portfolio, value $2,239,654.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 7,596 shares
    Change vs previous 13F +540 shares

    0.09% of the 13F portfolio, value $2,308,348.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 7,056 shares
    Change vs previous 13F -298 shares

    0.09% of the 13F portfolio, value $2,061,553.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 7,354 shares
    Change vs previous 13F -5,128 shares

    0.11% of the 13F portfolio, value $2,297,172.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 12,482 shares
    Change vs previous 13F +466 shares

    0.15% of the 13F portfolio, value $3,618,409.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 12,016 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,658,996.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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