Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Boston Private Wealth 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): 8,444
Value: $2.28M
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of MCD by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,444	$2.28M	0.1%	−5,794−40.7%	Reduced	Holders
Q1 2026	14,238	$4.43M	0.3%	−2,688−15.9%	Reduced	Holders
Q4 2025	16,926	$5.17M	0.3%	−5,870−25.8%	Reduced	Holders
Q3 2025	22,796	$6.93M	0.4%	+25+0.1%	Added	Holders
Q2 2025	22,771	$6.65M	0.4%	+22,771	New	Holders
Q1 2025	0	$0	0.0%	−42,270−100.0%	Sold out	Holders
Q4 2024	42,270	$12.3M	0.2%	+42,270	New	Holders
Q3 2024	0	$0	0.0%	−45,301−100.0%	Sold out	Holders
Q2 2024	45,301	$11.5M	0.3%	−5,522−10.9%	Reduced	Holders
Q1 2024	50,823	$14.3M	0.3%	+750+1.5%	Added	Holders
Q4 2023	50,073	$14.8M	0.4%	−1,231−2.4%	Reduced	Holders
Q3 2023	51,304	$13.5M	0.3%	−1,326−2.5%	Reduced	Holders
Q2 2023	52,630	$15.7M	0.3%	−7,931−13.1%	Reduced	Holders
Q1 2023	60,561	$16.9M	0.2%	−4,400−6.8%	Reduced	Holders
Q4 2022	64,961	$17.1M	0.2%	+1,108+1.7%	Added	Holders
Q3 2022	63,853	$14.7M	0.2%	+3,604+6.0%	Added	Holders
Q2 2022	60,249	$14.9M	0.2%	−90.0%	Reduced	Holders
Q1 2022	60,258	$14.9M	0.2%	−862−1.4%	Reduced	Holders
Q4 2021	61,120	$16.4M	0.3%	−1,571−2.5%	Reduced	Holders
Q3 2021	62,691	$15.1M	0.2%	+1,486+2.4%	Added	Holders
Q2 2021	61,205	$14.1M	0.2%	−755−1.2%	Reduced	Holders
Q1 2021	61,960	$13.9M	0.2%	–	–	Holders

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