Skip to main content

ProVise Management Group, LLC

SEC CIK
0001305707
Latest filing
Aug 3, 2026

MCD holding history

McDonalds Corp in every 13F filed by ProVise Management Group, 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)
2,663
Value
$719.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by ProVise Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,663$719.8K<0.1%+105+4.1%AddedHolders
Q1 20262,558$794.9K0.1%−350−12.0%ReducedHolders
Q4 20252,908$888.9K0.1%−30−1.0%ReducedHolders
Q3 20252,938$892.8K0.1%−53−1.8%ReducedHolders
Q2 20252,991$873.9K0.1%−194−6.1%ReducedHolders
Q1 20253,185$994.8K0.1%−109−3.3%ReducedHolders
Q4 20243,294$954.9K0.1%−1,683−33.8%ReducedHolders
Q3 20244,977$1.52M0.1%−430−8.0%ReducedHolders
Q2 20245,407$1.38M0.1%−2,295−29.8%ReducedHolders
Q1 20247,702$2.17M0.2%−766−9.0%ReducedHolders
Q4 20238,468$2.51M0.2%+10.0%AddedHolders
Q3 20238,467$2.23M0.2%−53−0.6%ReducedHolders
Q2 20238,520$2.54M0.2%−826−8.8%ReducedHolders
Q1 20239,346$2.61M0.2%−334−3.5%ReducedHolders
Q4 20229,680$2.55M0.3%−115−1.2%ReducedHolders
Q3 20229,795$2.26M0.3%−18,030−64.8%ReducedHolders
Q2 202227,825$6.87M0.7%−3,309−10.6%ReducedHolders
Q1 202231,134$7.70M0.7%+324+1.1%AddedHolders
Q4 202130,810$8.26M0.7%−149−0.5%ReducedHolders
Q3 202130,959$7.46M0.7%+311+1.0%AddedHolders
Q2 202130,648$7.08M0.7%−1,976−6.1%ReducedHolders
Q1 202132,624$7.31M0.8%––Holders

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