Smith & Howard Wealth Management, LLC

SEC CIK: 0001543991
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Smith & Howard 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): 806
Value: $217.9K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Smith & Howard Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	806	$217.9K	<0.1%	−36−4.3%	Reduced	Holders
Q1 2026	842	$261.7K	0.1%	00.0%	Unchanged	Holders
Q4 2025	842	$257.3K	0.1%	00.0%	Unchanged	Holders
Q3 2025	842	$255.9K	0.1%	00.0%	Unchanged	Holders
Q2 2025	842	$246.0K	0.1%	−43−4.9%	Reduced	Holders
Q1 2025	885	$276.4K	0.1%	00.0%	Unchanged	Holders
Q4 2024	885	$256.6K	0.1%	00.0%	Unchanged	Holders
Q3 2024	885	$269.5K	0.1%	00.0%	Unchanged	Holders
Q2 2024	885	$225.5K	0.1%	+4+0.5%	Added	Holders
Q1 2024	881	$248.4K	0.1%	00.0%	Unchanged	Holders
Q4 2023	881	$261.2K	0.1%	−100−10.2%	Reduced	Holders
Q3 2023	981	$258.4K	0.1%	+70+7.7%	Added	Holders
Q2 2023	911	$271.9K	0.1%	00.0%	Unchanged	Holders
Q1 2023	911	$254.7K	0.1%	00.0%	Unchanged	Holders
Q4 2022	911	$240.1K	0.1%	00.0%	Unchanged	Holders
Q3 2022	911	$210.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	911	$225.0K	0.1%	−60−6.2%	Reduced	Holders
Q1 2022	971	$240.0K	0.1%	−55−5.4%	Reduced	Holders
Q4 2021	1,026	$275.0K	0.1%	00.0%	Unchanged	Holders
Q3 2021	1,026	$247.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	1,026	$237.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	1,026	$230.0K	0.1%	–	–	Holders

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