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CASTLEKEEP INVESTMENT ADVISORS LLC: MCD position timeline

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

CASTLEKEEP INVESTMENT ADVISORS LLC held 3,187 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,187 shares
    Change vs previous 13F -230 shares

    0.43% of the 13F portfolio, value $861,478.

    13F-HR 0001398344-26-014675 filed by CASTLEKEEP INVESTMENT 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 3,417 shares
    Change vs previous 13F +264 shares

    0.58% of the 13F portfolio, value $1,061,969.

    13F-HR 0002085853-26-000582 filed by CASTLEKEEP INVESTMENT 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 3,153 shares
    Change vs previous 13F +39 shares

    0.44% of the 13F portfolio, value $963,651.

    13F-HR 0002085853-26-000233 filed by CASTLEKEEP INVESTMENT 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 3,114 shares
    Change vs previous 13F -755 shares

    0.44% of the 13F portfolio, value $946,313.

    13F-HR 0002085853-25-000231 filed by CASTLEKEEP INVESTMENT 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 3,869 shares
    Change vs previous 13F -405 shares

    0.55% of the 13F portfolio, value $1,130,406.

    13F-HR 0001667731-25-001045 filed by CASTLEKEEP INVESTMENT 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 4,274 shares
    Change vs previous 13F +98 shares

    0.69% of the 13F portfolio, value $1,335,069.

    13F-HR 0001667731-25-000573 filed by CASTLEKEEP INVESTMENT 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/A 4,176 shares
    Change vs previous 13F -151 shares

    0.85% of the 13F portfolio, value $1,210,581.

    13F-HR/A 0001667731-25-000284 filed by CASTLEKEEP INVESTMENT 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 4,327 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,317,615.

    13F-HR 0001667731-25-000313 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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