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Clearstead Trust, LLC: MCD position timeline

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

Clearstead Trust, LLC held 13,370 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,370 shares
    Change vs previous 13F +70 shares

    0.47% of the 13F portfolio, value $3,614,172.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 13,300 shares
    Change vs previous 13F -11 shares

    0.67% of the 13F portfolio, value $4,133,382.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 13,311 shares
    Change vs previous 13F -641 shares

    0.64% of the 13F portfolio, value $4,068,210.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 13,952 shares
    Change vs previous 13F -66 shares

    0.72% of the 13F portfolio, value $4,239,744.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 14,018 shares
    Change vs previous 13F +64 shares

    0.77% of the 13F portfolio, value $4,095,782.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 13,954 shares
    Change vs previous 13F +2 shares

    0.97% of the 13F portfolio, value $4,358,770.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 13,952 shares
    Change vs previous 13F +1,025 shares

    0.87% of the 13F portfolio, value $4,044,542.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 12,927 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,936,378.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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