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Disclosery

Wheelhouse Advisory Group LLC: MCD position timeline

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

Wheelhouse Advisory Group LLC held 803 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 803 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $216,928.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 803 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $249,414.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 826 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $254,591.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 802 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $243,876.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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