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Disclosery

WBH ADVISORY INC: MCD position timeline

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

WBH ADVISORY INC held 13,544 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,544 shares
    Change vs previous 13F -120 shares

    0.25% of the 13F portfolio, value $3,661,004.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 13,664 shares
    Change vs previous 13F -129 shares

    0.31% of the 13F portfolio, value $4,198,713.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 13,793 shares
    Change vs previous 13F -175 shares

    0.31% of the 13F portfolio, value $4,215,647.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 13,968 shares
    Change vs previous 13F -174 shares

    0.32% of the 13F portfolio, value $4,244,667.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 14,142 shares
    Change vs previous 13F -822 shares

    0.35% of the 13F portfolio, value $4,131,961.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 14,964 shares
    Change vs previous 13F -165 shares

    0.44% of the 13F portfolio, value $4,674,300.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 15,129 shares
    Change vs previous 13F -27 shares

    0.41% of the 13F portfolio, value $4,385,640.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 15,156 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,615,185.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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