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Disclosery

XML Financial, LLC: MCD position timeline

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

XML Financial, LLC held 7,130 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,130 shares
    Change vs previous 13F -257 shares

    0.14% of the 13F portfolio, value $1,927,336.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 7,387 shares
    Change vs previous 13F -64 shares

    0.19% of the 13F portfolio, value $2,295,714.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 7,451 shares
    Change vs previous 13F -209 shares

    0.19% of the 13F portfolio, value $2,277,299.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 7,660 shares
    Change vs previous 13F -61 shares

    0.19% of the 13F portfolio, value $2,327,815.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 7,721 shares
    Change vs previous 13F +810 shares

    0.2% of the 13F portfolio, value $2,255,818.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 6,911 shares
    Change vs previous 13F +107 shares

    0.2% of the 13F portfolio, value $2,158,762.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 6,804 shares
    Change vs previous 13F +55 shares

    0.18% of the 13F portfolio, value $1,972,385.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 6,749 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,055,206.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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