Destination Wealth Management

SEC CIK: 0001278573
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Destination Wealth Management, 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): 88,884
Value: $24.0M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Destination Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	88,884	$24.0M	0.6%	+3,100+3.6%	Added	Holders
Q1 2026	85,784	$26.7M	0.7%	+2,806+3.4%	Added	Holders
Q4 2025	82,978	$25.4M	0.7%	+3,735+4.7%	Added	Holders
Q3 2025	79,243	$24.1M	0.7%	−935−1.2%	Reduced	Holders
Q2 2025	80,178	$23.4M	0.7%	−1,687−2.1%	Reduced	Holders
Q1 2025	81,865	$25.6M	0.8%	−212−0.3%	Reduced	Holders
Q4 2024	82,077	$23.8M	0.7%	−1,354−1.6%	Reduced	Holders
Q3 2024	83,431	$25.4M	0.8%	+1,277+1.6%	Added	Holders
Q2 2024	82,154	$20.9M	0.7%	+107+0.1%	Added	Holders
Q1 2024	82,047	$23.1M	0.8%	−239−0.3%	Reduced	Holders
Q4 2023	82,286	$24.4M	0.8%	−628−0.8%	Reduced	Holders
Q3 2023	82,914	$21.8M	0.8%	−780−0.9%	Reduced	Holders
Q2 2023	83,694	$25.0M	0.9%	−2,329−2.7%	Reduced	Holders
Q1 2023	86,023	$24.1M	0.9%	−1,444−1.7%	Reduced	Holders
Q4 2022	87,467	$23.1M	0.9%	−2,667−3.0%	Reduced	Holders
Q3 2022	90,134	$20.8M	0.9%	−769−0.8%	Reduced	Holders
Q2 2022	90,903	$22.4M	0.9%	−723−0.8%	Reduced	Holders
Q1 2022	91,626	$22.7M	0.8%	+786+0.9%	Added	Holders
Q4 2021	90,840	$24.4M	0.9%	+1,114+1.2%	Added	Holders
Q3 2021	89,726	$21.6M	0.8%	+1,247+1.4%	Added	Holders
Q2 2021	88,479	$20.4M	0.8%	+1,415+1.6%	Added	Holders
Q1 2021	87,064	$19.5M	0.8%	–	–	Holders

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