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Disclosery

CapWealth Advisors, LLC: MCD position timeline

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

CapWealth Advisors, LLC held 1,360 MCD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,360 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $314,078.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,405 shares
    Change vs previous 13F +123 shares

    0.03% of the 13F portfolio, value $379,786.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 1,282 shares
    Change vs previous 13F -1,510 shares

    0.03% of the 13F portfolio, value $398,433.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 2,792 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $853,319.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 2,781 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $845,118.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 2,781 shares
    Change vs previous 13F -455 shares

    0.08% of the 13F portfolio, value $812,525.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 3,236 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $1,010,829.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 3,251 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $942,432.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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