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Sterling Investment Advisors, Ltd.: MCD position timeline

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

Sterling Investment Advisors, Ltd. held 4,369 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,369 shares
    Change vs previous 13F -1,475 shares

    0.2% of the 13F portfolio, value $1,181,039.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 5,844 shares
    Change vs previous 13F +45 shares

    0.33% of the 13F portfolio, value $1,816,320.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 5,799 shares
    Change vs previous 13F +35 shares

    0.33% of the 13F portfolio, value $1,772,410.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 5,764 shares
    Change vs previous 13F +300 shares

    0.34% of the 13F portfolio, value $1,751,684.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 5,464 shares
    Change vs previous 13F +22 shares

    0.35% of the 13F portfolio, value $1,596,476.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 5,442 shares
    Change vs previous 13F -133 shares

    0.41% of the 13F portfolio, value $1,699,981.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 5,575 shares
    Change vs previous 13F -41 shares

    0.39% of the 13F portfolio, value $1,616,137.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 5,616 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,710,128.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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