Private Wealth Partners, LLC

SEC CIK: 0001335851
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Private Wealth Partners, LLC, 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): 10,227
Value: $2.76M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,227	$2.76M	0.2%	−374−3.5%	Reduced	Holders
Q1 2026	10,601	$3.29M	0.3%	+340+3.3%	Added	Holders
Q4 2025	10,261	$3.14M	0.2%	−792−7.2%	Reduced	Holders
Q3 2025	11,053	$3.36M	0.2%	−110−1.0%	Reduced	Holders
Q2 2025	11,163	$3.26M	0.3%	−956−7.9%	Reduced	Holders
Q1 2025	12,119	$3.79M	0.3%	−729−5.7%	Reduced	Holders
Q4 2024	12,848	$3.72M	0.3%	−270−2.1%	Reduced	Holders
Q3 2024	13,118	$3.99M	0.3%	−68−0.5%	Reduced	Holders
Q2 2024	13,186	$3.36M	0.3%	+30.0%	Added	Holders
Q1 2024	13,183	$3.72M	0.3%	−1,551−10.5%	Reduced	Holders
Q4 2023	14,734	$4.37M	0.4%	−710−4.6%	Reduced	Holders
Q3 2023	15,444	$4.07M	0.4%	−820−5.0%	Reduced	Holders
Q2 2023	16,264	$4.85M	0.4%	−275−1.7%	Reduced	Holders
Q1 2023	16,539	$4.62M	0.5%	−82−0.5%	Reduced	Holders
Q4 2022	16,621	$4.38M	0.5%	+3,746+29.1%	Added	Holders
Q3 2022	12,875	$2.97M	0.4%	+1,273+11.0%	Added	Holders
Q2 2022	11,602	$2.86M	0.3%	−370−3.1%	Reduced	Holders
Q1 2022	11,972	$2.96M	0.3%	−183−1.5%	Reduced	Holders
Q4 2021	12,155	$3.26M	0.3%	−1,069−8.1%	Reduced	Holders
Q3 2021	13,224	$3.19M	0.3%	+105+0.8%	Added	Holders
Q2 2021	13,119	$3.03M	0.3%	+50+0.4%	Added	Holders
Q1 2021	13,069	$2.93M	0.3%	–	–	Holders

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