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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

MCD holding history

McDonalds Corp in every 13F filed by Jackson Wealth Management, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of MCD by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−18,141−100.0%Sold outHolders
Q2 202418,141$4.62M1.0%−11,365−38.5%ReducedHolders
Q1 202429,506$8.32M1.0%+758+2.6%AddedHolders
Q4 202328,748$8.52M1.1%+96+0.3%AddedHolders
Q3 202328,652$7.55M1.1%+441+1.6%AddedHolders
Q2 202328,211$8.42M1.2%+28,211NewHolders
Q1 20230$00.0%−28,657−100.0%Sold outHolders
Q4 202228,657$7.55M2.8%−2,671−8.5%ReducedHolders
Q3 202231,328$7.23M1.4%+17,586+128.0%AddedHolders
Q2 202213,742$3.39M1.6%−20,778−60.2%ReducedHolders
Q1 202234,520$8.54M1.2%−823−2.3%ReducedHolders
Q4 202135,343$9.47M1.2%+213+0.6%AddedHolders
Q3 202135,130$111.0K1.3%+473+1.4%AddedHolders
Q2 202134,657$8.01M1.0%+996+3.0%AddedHolders
Q1 202133,661$7.54M1.1%––Holders

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