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Disclosery

Concord Wealth Partners: MCD position timeline

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

Concord Wealth Partners held 21,144 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,144 shares
    Change vs previous 13F +3,054 shares

    0.38% of the 13F portfolio, value $5,715,326.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 11,056 shares
    • Concord Asset Management, LLC/VA: 10,088 shares

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

  2. period ended2026-03-31
    13F 18,090 shares
    Change vs previous 13F +4,353 shares

    0.41% of the 13F portfolio, value $5,622,352.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,467 shares
    • Concord Asset Management, LLC/VA: 8,623 shares

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

  3. period ended2025-12-31
    13F 13,737 shares
    Change vs previous 13F +381 shares

    0.31% of the 13F portfolio, value $4,198,367.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,286 shares
    • Concord Asset Management, LLC/VA: 6,451 shares

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

  4. period ended2025-09-30
    13F 13,356 shares
    Change vs previous 13F -1,264 shares

    0.32% of the 13F portfolio, value $4,058,962.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,025 shares
    • Concord Asset Management, LLC/VA: 6,331 shares

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

  5. period ended2025-06-30
    13F 14,620 shares
    Change vs previous 13F +1,245 shares

    0.32% of the 13F portfolio, value $4,271,580.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,310 shares
    • Concord Asset Management, LLC/VA: 7,310 shares

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

  6. period ended2025-03-31
    13F 13,375 shares
    Change vs previous 13F -3,026 shares

    0.4% of the 13F portfolio, value $4,215,980.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,176 shares
    • Concord Asset Management, LLC/VA: 6,199 shares

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

  7. period ended2024-12-31
    13F 16,401 shares
    Change vs previous 13F -534 shares

    0.45% of the 13F portfolio, value $4,754,652.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,525 shares
    • Concord Asset Management, LLC/VA: 7,876 shares

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

  8. period ended2024-09-30
    13F 16,935 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,156,928.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,446 shares
    • Concord Asset Management, LLC/VA: 8,489 shares

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