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Claro Advisors Inc.: MCD position timeline

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

Claro Advisors Inc. held 11,127 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,127 shares
    Change vs previous 13F -294 shares

    0.32% of the 13F portfolio, value $3,007,790.

    13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
    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 11,421 shares
    Change vs previous 13F +258 shares

    0.43% of the 13F portfolio, value $3,549,631.

    13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
    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 11,163 shares
    Change vs previous 13F +141 shares

    0.46% of the 13F portfolio, value $3,411,626.

    13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
    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 11,022 shares
    Change vs previous 13F +46 shares

    0.49% of the 13F portfolio, value $3,349,487.

    13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
    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 10,976 shares
    Change vs previous 13F -2,616 shares

    0.53% of the 13F portfolio, value $3,206,714.

    13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
    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 13,592 shares
    Change vs previous 13F +65 shares

    0.57% of the 13F portfolio, value $4,245,649.

    13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
    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 13,527 shares
    Change vs previous 13F -1,093 shares

    0.53% of the 13F portfolio, value $3,921,223.

    13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
    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/A 14,620 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,452,008.

    13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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