Edge Wealth Management LLC

SEC CIK: 0001567163
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Edge 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): 24,312
Value: $6.57M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Edge Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,312	$6.57M	1.1%	+141+0.6%	Added	Holders
Q1 2026	24,171	$7.51M	1.3%	−32−0.1%	Reduced	Holders
Q4 2025	24,203	$7.40M	1.3%	−58−0.2%	Reduced	Holders
Q3 2025	24,261	$7.37M	1.3%	+87+0.4%	Added	Holders
Q2 2025	24,174	$7.07M	1.4%	−522−2.1%	Reduced	Holders
Q1 2025	24,696	$7.71M	1.6%	+25+0.1%	Added	Holders
Q4 2024	24,671	$7.15M	1.4%	−337−1.3%	Reduced	Holders
Q3 2024	25,008	$7.62M	1.5%	−190−0.8%	Reduced	Holders
Q2 2024	25,198	$6.42M	1.4%	−720−2.8%	Reduced	Holders
Q1 2024	25,918	$7.31M	1.5%	+164+0.6%	Added	Holders
Q4 2023	25,754	$7.64M	1.7%	+58+0.2%	Added	Holders
Q3 2023	25,696	$6.77M	1.6%	−96−0.4%	Reduced	Holders
Q2 2023	25,792	$7.70M	1.7%	+719+2.9%	Added	Holders
Q1 2023	25,073	$7.01M	1.6%	−1,876−7.0%	Reduced	Holders
Q4 2022	26,949	$7.05M	1.6%	−2,185−7.5%	Reduced	Holders
Q3 2022	29,134	$6.77M	1.5%	+581+2.0%	Added	Holders
Q2 2022	28,553	$7.05M	1.5%	−1,664−5.5%	Reduced	Holders
Q1 2022	30,217	$7.47M	1.5%	+3,127+11.5%	Added	Holders
Q4 2021	27,090	$7.26M	1.3%	+653+2.5%	Added	Holders
Q3 2021	26,437	$6.37M	1.2%	+1,114+4.4%	Added	Holders
Q2 2021	25,323	$5.86M	1.2%	+413+1.7%	Added	Holders
Q1 2021	24,910	$5.58M	1.2%	–	–	Holders

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