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Aptus Capital Advisors, LLC: MCD position timeline

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

Aptus Capital Advisors, LLC held 89,087 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,087 shares
    Change vs previous 13F +2,152 shares

    0.18% of the 13F portfolio, value $24,081,106.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 86,935 shares
    Change vs previous 13F -3,035 shares

    0.23% of the 13F portfolio, value $27,018,529.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 89,970 shares
    Change vs previous 13F -5,486 shares

    0.23% of the 13F portfolio, value $27,497,531.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 95,456 shares
    Change vs previous 13F +3,238 shares

    0.26% of the 13F portfolio, value $29,008,124.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 92,218 shares
    Change vs previous 13F +3,560 shares

    0.27% of the 13F portfolio, value $26,943,312.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 88,658 shares
    Change vs previous 13F +8,293 shares

    0.31% of the 13F portfolio, value $27,694,251.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 80,365 shares
    Change vs previous 13F +14,842 shares

    0.28% of the 13F portfolio, value $23,296,966.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 65,523 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $19,952,409.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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