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Livermore
Livermore
ZHEN

Compass Ion Advisors, LLC

SEC CIK
0001621100
Latest filing
Aug 12, 2026

MCD holding history

McDonalds Corp in every 13F filed by Compass Ion Advisors, 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)
2,236
Value
$604.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Compass Ion Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,236$604.3K0.1%+79+3.7%AddedHolders
Q1 20262,157$670.4K0.1%−23−1.1%ReducedHolders
Q4 20252,180$666.3K0.1%+212+10.8%AddedHolders
Q3 20251,968$598.1K0.1%+29+1.5%AddedHolders
Q2 20251,939$566.5K0.1%+5+0.3%AddedHolders
Q1 20251,934$604.1K0.1%+18+0.9%AddedHolders
Q4 20241,916$555.4K0.1%+220+13.0%AddedHolders
Q3 20241,696$516.4K0.1%+91+5.7%AddedHolders
Q2 20241,605$452.6K0.1%00.0%UnchangedHolders
Q1 20241,605$452.6K0.1%+5+0.3%AddedHolders
Q4 20231,600$474.5K0.1%+4+0.3%AddedHolders
Q3 20231,596$420.6K0.1%+693+76.7%AddedHolders
Q2 2023903$269.6K0.1%+17+1.9%AddedHolders
Q1 2023886$247.9K0.1%+31+3.6%AddedHolders
Q4 2022855$225.2K0.1%−21−2.4%ReducedHolders
Q3 2022876$202.0K0.1%+5+0.6%AddedHolders
Q2 2022871$215.0K0.1%+5+0.6%AddedHolders
Q1 2022866$214.0K0.1%−199−18.7%ReducedHolders
Q4 20211,065$286.0K0.1%+5+0.5%AddedHolders
Q3 20211,060$256.0K0.1%+51+5.1%AddedHolders
Q2 20211,009$233.0K0.1%−260−20.5%ReducedHolders
Q1 20211,269$284.0K0.1%––Holders

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