Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Merit Financial Group, 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): 45,211
Value: $12.2M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,211	$12.2M	0.1%	−6,052−11.8%	Reduced	Holders
Q1 2026	51,263	$15.9M	0.1%	+10,348+25.3%	Added	Holders
Q4 2025	40,915	$12.5M	0.1%	+4,087+11.1%	Added	Holders
Q3 2025	36,828	$11.2M	0.1%	+1,290+3.6%	Added	Holders
Q2 2025	35,538	$10.4M	0.1%	+5,556+18.5%	Added	Holders
Q1 2025	29,982	$9.37M	0.1%	+4,056+15.6%	Added	Holders
Q4 2024	25,926	$7.52M	0.1%	+3,533+15.8%	Added	Holders
Q3 2024	22,393	$6.82M	0.2%	−1,278−5.4%	Reduced	Holders
Q2 2024	23,671	$6.03M	0.1%	−1,744−6.9%	Reduced	Holders
Q1 2024	25,415	$6.87M	0.2%	+6,013+31.0%	Added	Holders
Q4 2023	19,402	$5.75M	0.2%	−4,487−18.8%	Reduced	Holders
Q3 2023	23,889	$6.29M	0.2%	+363+1.5%	Added	Holders
Q2 2023	23,526	$7.02M	0.2%	+4,542+23.9%	Added	Holders
Q1 2023	18,984	$5.31M	0.2%	+1,570+9.0%	Added	Holders
Q4 2022	17,414	$4.59M	0.2%	+2,206+14.5%	Added	Holders
Q3 2022	15,208	$3.51M	0.2%	−3,008−16.5%	Reduced	Holders
Q2 2022	18,216	$4.50M	0.1%	+8,643+90.3%	Added	Holders
Q1 2022	9,573	$2.37M	0.1%	+829+9.5%	Added	Holders
Q4 2021	8,744	$2.34M	0.2%	−63−0.7%	Reduced	Holders
Q3 2021	8,807	$2.12M	0.2%	+505+6.1%	Added	Holders
Q2 2021	8,302	$1.92M	0.2%	+151+1.9%	Added	Holders
Q1 2021	8,151	$1.83M	0.2%	–	–	Holders

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