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CAPTRUST FINANCIAL ADVISORS: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MCD, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 260,220 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,220 shares
    Change vs previous 13F -17,143 shares

    0.11% of the 13F portfolio, value $70,340,191.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 277,363 shares
    Change vs previous 13F +71,172 shares

    0.15% of the 13F portfolio, value $86,199,465.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 206,191 shares
    Change vs previous 13F +21,521 shares

    0.12% of the 13F portfolio, value $63,018,278.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 184,670 shares
    Change vs previous 13F -356 shares

    0.11% of the 13F portfolio, value $56,119,502.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 185,026 shares
    Change vs previous 13F -4,323 shares

    0.12% of the 13F portfolio, value $54,059,154.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 189,349 shares
    Change vs previous 13F +10,733 shares

    0.15% of the 13F portfolio, value $59,147,017.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 178,616 shares
    Change vs previous 13F +4,097 shares

    0.15% of the 13F portfolio, value $51,778,928.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 174,519 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $53,142,924.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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