SEC 13F Intelligence

Rockline Wealth Management, LLC / MCD

Rockline Wealth Management, LLC’s Mcdonalds Corp Position

Does Rockline Wealth Management, LLC own Mcdonalds Corp (MCD)? Yes — 17.9K shares worth $6M (+1.21% of its 13F portfolio) as of Q1 2026, down from 18.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
17.9K
% of Portfolio
+1.21%
Quarters Held
10
currently held

Position History MCD

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.9K$6M+1.21%
Q4 202518.0K$6M+1.12%
Q3 202517.6K$5M+1.10%
Q2 202517.4K$5M+1.20%
Q1 202517.3K$5M+1.50%
Q4 202416.8K$5M+1.30%
Q3 202416.1K$5M+1.38%
Q2 202415.7K$4M+1.23%
Q1 202415.4K$4M+1.52%
Q4 202315.2K$4M+1.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rockline Wealth Management, LLC’s full portfolio or all institutional holders of MCD.