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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

MCD holding history

McDonalds Corp in every 13F filed by Capital Analysts, 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)
25,260
Value
$6.83M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MCD by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,260$6.83M0.2%+530+2.1%AddedHolders
Q1 202624,730$7.68M0.2%+54+0.2%AddedHolders
Q4 202524,676$7.54M0.2%+248+1.0%AddedHolders
Q3 202524,428$7.42M0.2%−149−0.6%ReducedHolders
Q2 202524,577$7.18M0.2%−333−1.3%ReducedHolders
Q1 202524,910$7.78M0.3%+682+2.8%AddedHolders
Q4 202424,228$7.02M0.3%+474+2.0%AddedHolders
Q3 202423,754$7.23M0.3%+601+2.6%AddedHolders
Q2 202423,153$5.90M0.3%+462+2.0%AddedHolders
Q1 202422,691$6.40M0.3%−959−4.1%ReducedHolders
Q4 202323,650$7.01M0.4%−555−2.3%ReducedHolders
Q3 202324,205$6.38M0.4%−237−1.0%ReducedHolders
Q2 202324,442$7.29M0.4%+803+3.4%AddedHolders
Q1 202323,639$6.61M0.4%+609+2.6%AddedHolders
Q4 202223,030$6.07M0.4%+506+2.2%AddedHolders
Q3 202222,524$5.20M0.4%+736+3.4%AddedHolders
Q2 202221,788$5.38M0.4%+659+3.1%AddedHolders
Q1 202221,129$5.22M0.3%+12,556+146.5%AddedHolders
Q4 20218,573$2.30M0.1%+66+0.8%AddedHolders
Q3 20218,507$2.05M0.1%−219−2.5%ReducedHolders
Q2 20218,726$2.02M0.1%−487−5.3%ReducedHolders
Q1 20219,213$2.06M0.1%––Holders

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