Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

MCD holding history

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

MCD overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 16,532
Value: $4.47M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,532	$4.47M	0.3%	−298−1.8%	Reduced	Holders
Q1 2026	16,830	$5.23M	0.4%	−840−4.8%	Reduced	Holders
Q4 2025	17,670	$5.40M	0.4%	+77+0.4%	Added	Holders
Q3 2025	17,593	$5.35M	0.4%	−103−0.6%	Reduced	Holders
Q2 2025	17,696	$5.17M	0.4%	−1,092−5.8%	Reduced	Holders
Q1 2025	18,788	$5.87M	0.5%	+163+0.9%	Added	Holders
Q4 2024	18,625	$5.40M	0.4%	−616−3.2%	Reduced	Holders
Q3 2024	19,241	$5.86M	0.4%	+1,603+9.1%	Added	Holders
Q2 2024	17,638	$4.50M	0.3%	−1,658−8.6%	Reduced	Holders
Q1 2024	19,296	$5.44M	0.4%	−2,757−12.5%	Reduced	Holders
Q4 2023	22,053	$6.54M	0.5%	−1,378−5.9%	Reduced	Holders
Q3 2023	23,431	$6.17M	0.5%	−639−2.7%	Reduced	Holders
Q2 2023	24,070	$7.18M	0.6%	−25−0.1%	Reduced	Holders
Q1 2023	24,095	$6.74M	0.6%	+951+4.1%	Added	Holders
Q4 2022	23,144	$6.10M	0.6%	−163−0.7%	Reduced	Holders
Q3 2022	23,307	$5.38M	0.5%	+1,608+7.4%	Added	Holders
Q2 2022	21,699	$5.36M	0.5%	+528+2.5%	Added	Holders
Q1 2022	21,171	$5.24M	0.4%	−874−4.0%	Reduced	Holders
Q4 2021	22,045	$5.91M	0.4%	−627−2.8%	Reduced	Holders
Q3 2021	22,672	$5.47M	0.5%	−476−2.1%	Reduced	Holders
Q2 2021	23,148	$5.35M	0.5%	+696+3.1%	Added	Holders
Q1 2021	22,452	$5.03M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.