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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

MCD holding history

McDonalds Corp in every 13F filed by Circle 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 (Q2 2026)
2,706
Value
$731.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,706$731.4K<0.1%−841−23.7%ReducedHolders
Q1 20263,547$1.10M<0.1%+755+27.0%AddedHolders
Q4 20252,792$853.3K<0.1%+42+1.5%AddedHolders
Q3 20252,750$835.8K<0.1%−175−6.0%ReducedHolders
Q2 20252,925$854.7K<0.1%+175+6.4%AddedHolders
Q1 20252,750$859.1K<0.1%−213−7.2%ReducedHolders
Q4 20242,963$858.9K<0.1%+7+0.2%AddedHolders
Q3 20242,956$900.0K<0.1%−170−5.4%ReducedHolders
Q2 20243,126$796.7K<0.1%−361−10.4%ReducedHolders
Q1 20243,487$983.3K<0.1%−70−2.0%ReducedHolders
Q4 20233,557$1.05M<0.1%−21−0.6%ReducedHolders
Q3 20233,578$942.5K<0.1%+40+1.1%AddedHolders
Q2 20233,538$1.06M0.1%+8+0.2%AddedHolders
Q1 20233,530$986.9K0.1%+210+6.3%AddedHolders
Q4 20223,320$875.0K0.1%+61+1.9%AddedHolders
Q3 20223,259$752.0K0.1%−69−2.1%ReducedHolders
Q2 20223,328$822.0K0.1%+10+0.3%AddedHolders
Q1 20223,318$820.0K0.1%+7+0.2%AddedHolders
Q4 20213,311$887.0K0.1%−605−15.4%ReducedHolders
Q3 20213,916$944.0K0.1%+11+0.3%AddedHolders
Q2 20213,905$902.0K0.1%+27+0.7%AddedHolders
Q1 20213,878$869.0K0.1%––Holders

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