Capital Asset Advisory Services LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on MCD, newest first. How the timeline and the estimate are built.
Capital Asset Advisory Services LLC held 2,704 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,704 sharesChange vs previous 13F +75 shares
0.03% of the 13F portfolio, value $730,955.
13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,629 sharesChange vs previous 13F +767 shares
0.03% of the 13F portfolio, value $806,850.
13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,862 sharesChange vs previous 13F -1,420 shares
0.02% of the 13F portfolio, value $563,635.
13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,282 sharesChange vs previous 13F -76 shares
0.04% of the 13F portfolio, value $997,310.
13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,358 sharesChange vs previous 13F -476 shares
0.05% of the 13F portfolio, value $999,012.
13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,834 sharesChange vs previous 13F -543 shares
0.06% of the 13F portfolio, value $1,194,566.
13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,377 sharesChange vs previous 13F +251 shares
0.06% of the 13F portfolio, value $1,290,319.
13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,126 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,245,531.
13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).