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OPTIMUM INVESTMENT ADVISORS: MCD position timeline

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

OPTIMUM INVESTMENT ADVISORS held 3,473 MCD shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,473 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,055,364.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,473 shares
    Change vs previous 13F -212 shares

    0.44% of the 13F portfolio, value $1,014,662.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,685 shares
    Change vs previous 13F -68 shares

    0.54% of the 13F portfolio, value $1,151,036.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,753 shares
    Change vs previous 13F -50 shares

    0.48% of the 13F portfolio, value $1,087,913.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 3,803 shares
    Change vs previous 13F -350 shares

    0.5% of the 13F portfolio, value $1,158,006.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,153 shares
    Change vs previous 13F -156 shares

    0.47% of the 13F portfolio, value $1,058,312.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,309 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,214,837.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,309 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,277,572.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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