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Bruderman Asset Management, LLC

SEC CIK
0001633673
Latest filing
Aug 15, 2022

MCD holding history

McDonalds Corp in every 13F filed by Bruderman Asset 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 2022 holdings

Shares (Q2 2022)
4,054
Value
$1.00M
% of portfolio
1.8%
Quarters held
6
Since Q1 2021
Holdings of MCD by Bruderman Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20224,054$1.00M1.8%+141+3.6%AddedHolders
Q1 20223,913$968.0K1.5%−1,684−30.1%ReducedHolders
Q4 20215,597$1.50M1.1%−7,569−57.5%ReducedHolders
Q3 202113,166$3.17M0.8%+714+5.7%AddedHolders
Q2 202112,452$2.88M0.9%+279+2.3%AddedHolders
Q1 202112,173$2.73M0.8%––Holders

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