Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Captrust Financial Advisors, 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): 260,220
Value: $70.3M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	260,220	$70.3M	0.1%	−17,143−6.2%	Reduced	Holders
Q1 2026	277,363	$86.2M	0.2%	+71,172+34.5%	Added	Holders
Q4 2025	206,191	$63.0M	0.1%	+21,521+11.7%	Added	Holders
Q3 2025	184,670	$56.1M	0.1%	−356−0.2%	Reduced	Holders
Q2 2025	185,026	$54.1M	0.1%	−4,323−2.3%	Reduced	Holders
Q1 2025	189,349	$59.1M	0.1%	+10,733+6.0%	Added	Holders
Q4 2024	178,616	$51.8M	0.1%	+4,097+2.3%	Added	Holders
Q3 2024	174,519	$53.1M	0.2%	−6,138−3.4%	Reduced	Holders
Q2 2024	180,657	$46.0M	0.1%	+9,896+5.8%	Added	Holders
Q1 2024	170,761	$48.1M	0.2%	−18,772−9.9%	Reduced	Holders
Q4 2023	189,533	$56.2M	0.2%	+694+0.4%	Added	Holders
Q3 2023	188,839	$49.7M	0.2%	+2,311+1.2%	Added	Holders
Q2 2023	186,528	$55.7M	0.2%	+12,753+7.3%	Added	Holders
Q1 2023	173,775	$48.6M	0.2%	+29,218+20.2%	Added	Holders
Q4 2022	144,557	$38.1M	0.2%	+2,281+1.6%	Added	Holders
Q3 2022	142,276	$32.8M	0.2%	+34,995+32.6%	Added	Holders
Q2 2022	107,281	$26.5M	0.2%	+12,392+13.1%	Added	Holders
Q1 2022	94,889	$23.5M	0.2%	+4,991+5.6%	Added	Holders
Q4 2021	89,898	$24.1M	0.2%	+3,367+3.9%	Added	Holders
Q3 2021	86,531	$20.9M	0.2%	+12,084+16.2%	Added	Holders
Q2 2021	74,447	$17.2M	0.2%	+2,479+3.4%	Added	Holders
Q1 2021	71,968	$16.1M	0.2%	–	–	Holders

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