Capstone Financial Advisors, Inc.: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on MCD, newest first. How the timeline and the estimate are built.
Capstone Financial Advisors, Inc. held 193,183 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 193,183 sharesChange vs previous 13F -1,231 shares
2.54% of the 13F portfolio, value $52,219,182.
13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 194,414 sharesChange vs previous 13F -3,643 shares
3.25% of the 13F portfolio, value $60,421,811.
13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 198,057 sharesChange vs previous 13F -3,597 shares
3.22% of the 13F portfolio, value $60,532,142.
13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 201,654 sharesChange vs previous 13F -4,416 shares
3.32% of the 13F portfolio, value $61,280,681.
13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 206,070 sharesChange vs previous 13F -9,720 shares
3.49% of the 13F portfolio, value $60,207,570.
13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 215,790 sharesChange vs previous 13F -824 shares
4.23% of the 13F portfolio, value $67,406,355.
13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 216,614 sharesChange vs previous 13F +2,835 shares
3.88% of the 13F portfolio, value $62,794,244.
13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 213,779 sharesChange vs previous 13F not available
4.01% of the 13F portfolio, value $65,097,816.
13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).