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CWM, LLC: MCD position timeline

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

CWM, LLC held 92,030 MCD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 92,030 shares
    Change vs previous 13F -21,061 shares

    0.08% of the 13F portfolio, value $28,601,864.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 113,091 shares
    Change vs previous 13F +6,980 shares

    0.09% of the 13F portfolio, value $34,564,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 106,111 shares
    Change vs previous 13F +8,980 shares

    0.1% of the 13F portfolio, value $32,246,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 97,131 shares
    Change vs previous 13F +6,280 shares

    0.1% of the 13F portfolio, value $28,379,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 90,851 shares
    Change vs previous 13F +4,187 shares

    0.11% of the 13F portfolio, value $28,379,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 86,664 shares
    Change vs previous 13F +7,411 shares

    0.1% of the 13F portfolio, value $25,123,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 79,253 shares
    Change vs previous 13F +4,987 shares

    0.1% of the 13F portfolio, value $24,133,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 74,266 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $18,926,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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