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Livermore
Livermore
ZHEN

Capital Wealth Planning, LLC

SEC CIK
0001566728
Latest filing
Aug 14, 2026

MCD holding history

McDonalds Corp in every 13F filed by Capital Wealth Planning, 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 (Q2 2026)
1,921,933
Value
$519.5M
% of portfolio
2.6%
Quarters held
22
Since Q1 2021
Holdings of MCD by Capital Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,921,933$519.5M2.6%−219,270−10.2%ReducedHolders
Q1 20262,141,203$665.5M3.7%+265,409+14.1%AddedHolders
Q4 20251,875,794$571.5M3.7%+113,509+6.4%AddedHolders
Q3 20251,762,285$535.5M3.8%+152,211+9.5%AddedHolders
Q2 20251,610,074$470.4M3.7%+400,595+33.1%AddedHolders
Q1 20251,209,479$377.8M3.3%+436,435+56.5%AddedHolders
Q4 2024773,044$224.1M2.1%+43,879+6.0%AddedHolders
Q3 2024729,165$222.0M2.1%−407,179−35.8%ReducedHolders
Q2 20241,136,344$289.6M3.0%−401,699−26.1%ReducedHolders
Q1 20241,538,043$433.7M4.6%+16,794+1.1%AddedHolders
Q4 20231,521,249$451.1M5.2%+925+0.1%AddedHolders
Q3 20231,520,324$400.5M4.9%+60,363+4.1%AddedHolders
Q2 20231,459,961$435.7M5.4%−47,280−3.1%ReducedHolders
Q1 20231,507,241$361.8M4.9%+92,759+6.6%AddedHolders
Q4 20221,414,482$372.8M5.5%+161,570+12.9%AddedHolders
Q3 20221,252,912$289.1M5.3%+61,484+5.2%AddedHolders
Q2 20221,191,428$294.1M5.8%+119,641+11.2%AddedHolders
Q1 20221,071,787$265.0M5.4%+125,751+13.3%AddedHolders
Q4 2021946,036$253.6M5.6%+90,521+10.6%AddedHolders
Q3 2021855,515$206.3M5.7%+61,128+7.7%AddedHolders
Q2 2021794,387$183.8M5.2%+89,649+12.7%AddedHolders
Q1 2021704,738$158.0M5.2%––Holders

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