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Waverly Advisors, LLC: MCD position timeline

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

Waverly Advisors, LLC held 169,676 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,676 shares
    Change vs previous 13F +47,943 shares

    0.27% of the 13F portfolio, value $45,865,136.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 121,733 shares
    Change vs previous 13F +7,595 shares

    0.28% of the 13F portfolio, value $37,833,406.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 114,138 shares
    Change vs previous 13F +7,163 shares

    0.28% of the 13F portfolio, value $34,883,792.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 106,975 shares
    Change vs previous 13F +7,367 shares

    0.32% of the 13F portfolio, value $32,508,708.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 99,608 shares
    Change vs previous 13F -1,210 shares

    0.32% of the 13F portfolio, value $29,102,450.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 100,818 shares
    Change vs previous 13F +54,547 shares

    0.38% of the 13F portfolio, value $31,492,438.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 46,271 shares
    Change vs previous 13F +18,958 shares

    0.21% of the 13F portfolio, value $13,413,439.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 27,313 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,317,181.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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