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Disclosery

Wambolt & Associates, LLC: MCD position timeline

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

Wambolt & Associates, LLC held 9,070 MCD shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,070 shares
    Change vs previous 13F -563 shares

    0.91% of the 13F portfolio, value $2,698,434.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,633 shares
    Change vs previous 13F -299 shares

    1.03% of the 13F portfolio, value $3,021,315.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,932 shares
    Change vs previous 13F -1,516 shares

    0.92% of the 13F portfolio, value $2,879,379.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,448 shares
    Change vs previous 13F +678 shares

    0.95% of the 13F portfolio, value $3,468,689.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 10,770 shares
    Change vs previous 13F +581 shares

    0.78% of the 13F portfolio, value $2,692,326.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,189 shares
    Change vs previous 13F -355 shares

    0.85% of the 13F portfolio, value $2,855,267.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 10,544 shares
    Change vs previous 13F +622 shares

    1.02% of the 13F portfolio, value $3,126,433.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 9,922 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,557,356.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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