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Kestra Advisory Services, LLC: MCD position timeline

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

Kestra Advisory Services, LLC held 270,278 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,278 shares
    Change vs previous 13F -16,016 shares

    0.18% of the 13F portfolio, value $73,058,673.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 65,692 shares
    • Kestra Advisory Services, LLC: 204,586 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 286,294 shares
    Change vs previous 13F +23,438 shares

    0.22% of the 13F portfolio, value $88,977,253.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 66,289 shares
    • Kestra Advisory Services, LLC: 219,241 shares
    • Kestra Investment Management, LLC: 764 shares

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

  3. period ended2025-12-31
    13F 262,856 shares
    Change vs previous 13F +27,035 shares

    0.25% of the 13F portfolio, value $80,336,593.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 67,123 shares
    • Kestra Advisory Services, LLC: 195,733 shares

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

  4. period ended2025-09-30
    13F 235,821 shares
    Change vs previous 13F +33,592 shares

    0.24% of the 13F portfolio, value $71,663,734.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 66,379 shares
    • Kestra Advisory Services, LLC: 169,442 shares

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

  5. period ended2025-06-30
    13F/A 202,229 shares
    Change vs previous 13F +3,910 shares

    0.22% of the 13F portfolio, value $59,085,230.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,953 shares
    • Kestra Advisory Services, LLC: 142,276 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 198,319 shares
    Change vs previous 13F -6,638 shares

    0.21% of the 13F portfolio, value $61,948,906.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 61,846 shares
    • Kestra Advisory Services, LLC: 136,274 shares
    • Kestra Investment Management, LLC: 199 shares

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

  7. period ended2024-12-31
    13F 204,957 shares
    Change vs previous 13F +11,496 shares

    0.22% of the 13F portfolio, value $59,414,907.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 57,839 shares
    • Kestra Advisory Services, LLC: 146,594 shares
    • Kestra Investment Management, LLC: 524 shares

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

  8. period ended2024-09-30
    13F 193,461 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $58,910,913.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,683 shares
    • Kestra Advisory Services, LLC: 143,778 shares

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