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OneAscent Financial Services LLC: MCD position timeline

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

OneAscent Financial Services LLC held 5,877 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,877 shares
    Change vs previous 13F +13 shares

    0.07% of the 13F portfolio, value $1,588,727.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,857 shares
    • OneAscent Family Office, LLC: 2,020 shares

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

  2. period ended2026-03-31
    13F 5,864 shares
    Change vs previous 13F +1,307 shares

    0.09% of the 13F portfolio, value $1,822,522.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,003 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 1,861 shares

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

  3. period ended2025-12-31
    13F 4,557 shares
    Change vs previous 13F +569 shares

    0.09% of the 13F portfolio, value $1,392,739.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,335 shares
    • OneAscent Wealth Management LLC: 708 shares
    • OneAscent Family Office, LLC: 1,514 shares

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

  4. period ended2025-09-30
    13F/A 3,988 shares
    Change vs previous 13F -1,960 shares

    0.1% of the 13F portfolio, value $1,211,863.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,047 shares
    • OneAscent Wealth Management LLC: 709 shares
    • OneAscent Family Office, LLC: 1,232 shares

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

  5. period ended2025-06-30
    13F 5,948 shares
    Change vs previous 13F -4,229 shares

    0.1% of the 13F portfolio, value $1,748,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,930 shares
    • OneAscent Wealth Management LLC: 709 shares
    • OneAscent Family Office, LLC: 1,309 shares

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

  6. period ended2025-03-31
    13F 10,177 shares
    Change vs previous 13F +5,252 shares

    0.17% of the 13F portfolio, value $3,185,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,428 shares
    • OneAscent Wealth Management LLC: 655 shares
    • OneAscent Family Office, LLC: 2,094 shares

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

  7. period ended2024-12-31
    13F 4,925 shares
    Change vs previous 13F +975 shares

    0.1% of the 13F portfolio, value $1,428,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,167 shares
    • OneAscent Wealth Management LLC: 737 shares
    • OneAscent Family Office, LLC: 1,021 shares

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

  8. period ended2024-09-30
    13F 3,950 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,203,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,736 shares
    • OneAscent Wealth Management LLC: 1,214 shares

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