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Livermore
Livermore
ZHEN

Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

MCD holding history

McDonalds Corp in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
1,645
Value
$444.7K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of MCD by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,645$444.7K0.1%−89−5.1%ReducedHolders
Q1 20261,734$538.9K0.1%−5−0.3%ReducedHolders
Q4 20251,739$531.5K0.1%00.0%UnchangedHolders
Q3 20251,739$528.5K0.1%00.0%UnchangedHolders
Q2 20251,739$508.1K0.1%+10+0.6%AddedHolders
Q1 20251,729$540.1K0.1%+30+1.8%AddedHolders
Q4 20241,699$492.5K0.1%00.0%UnchangedHolders
Q3 20241,699$517.4K0.1%+44+2.7%AddedHolders
Q2 20241,655$421.8K0.1%+33+2.0%AddedHolders
Q1 20241,622$457.3K0.1%+7+0.4%AddedHolders
Q4 20231,615$478.9K0.1%00.0%UnchangedHolders
Q3 20231,615$425.5K0.1%00.0%UnchangedHolders
Q2 20231,615$481.9K0.1%+1+0.1%AddedHolders
Q1 20231,614$451.3K0.1%+75+4.9%AddedHolders
Q4 20221,539$405.6K0.1%+34+2.3%AddedHolders
Q3 20221,505$347.0K0.1%+15+1.0%AddedHolders
Q2 20221,490$379.0K0.1%+19+1.3%AddedHolders
Q1 20221,471$373.0K0.1%+1,471NewHolders