Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Modera 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 overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 32,777
Value: $8.86M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,777	$8.86M	0.1%	−1,768−5.1%	Reduced	Holders
Q1 2026	34,545	$10.7M	0.1%	+1,663+5.1%	Added	Holders
Q4 2025	32,882	$10.0M	0.1%	+254+0.8%	Added	Holders
Q3 2025	32,628	$9.92M	0.1%	+1,070+3.4%	Added	Holders
Q2 2025	31,558	$9.22M	0.1%	+1,945+6.6%	Added	Holders
Q1 2025	29,613	$9.25M	0.1%	+848+2.9%	Added	Holders
Q4 2024	28,765	$8.34M	0.1%	+2,497+9.5%	Added	Holders
Q3 2024	26,268	$8.00M	0.1%	+5,717+27.8%	Added	Holders
Q2 2024	20,551	$5.24M	0.1%	+1,066+5.5%	Added	Holders
Q1 2024	19,485	$5.49M	0.1%	+845+4.5%	Added	Holders
Q4 2023	18,640	$5.53M	0.1%	−137−0.7%	Reduced	Holders
Q3 2023	18,777	$4.95M	0.1%	−124−0.7%	Reduced	Holders
Q2 2023	18,901	$5.64M	0.1%	+5,430+40.3%	Added	Holders
Q1 2023	13,471	$3.77M	0.1%	+855+6.8%	Added	Holders
Q4 2022	12,616	$3.32M	0.1%	+182+1.5%	Added	Holders
Q3 2022	12,434	$2.87M	0.1%	+12+0.1%	Added	Holders
Q2 2022	12,422	$3.07M	0.1%	−295−2.3%	Reduced	Holders
Q1 2022	12,717	$3.15M	0.1%	−990−7.2%	Reduced	Holders
Q4 2021	13,707	$3.67M	0.1%	−7,211−34.5%	Reduced	Holders
Q3 2021	20,918	$5.04M	0.3%	−202−1.0%	Reduced	Holders
Q2 2021	21,120	$4.88M	0.3%	+51+0.2%	Added	Holders
Q1 2021	21,069	$4.72M	0.3%	–	–	Holders

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