WealthPLAN Partners, LLC

SEC CIK: 0001639943
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by WealthPLAN Partners, 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): 2,391
Value: $646.3K
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of MCD by WealthPLAN Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,391	$646.3K	0.1%	+102+4.5%	Added	Holders
Q1 2026	2,289	$711.4K	0.1%	−89−3.7%	Reduced	Holders
Q4 2025	2,378	$726.7K	0.1%	+284+13.6%	Added	Holders
Q3 2025	2,094	$636.3K	0.1%	−278−11.7%	Reduced	Holders
Q2 2025	2,372	$693.2K	0.1%	+225+10.5%	Added	Holders
Q1 2025	2,147	$670.9K	0.1%	−208−8.8%	Reduced	Holders
Q4 2024	2,355	$682.7K	0.1%	−358−13.2%	Reduced	Holders
Q3 2024	2,713	$826.2K	0.1%	−936−25.7%	Reduced	Holders
Q2 2024	3,649	$930.0K	0.1%	+10.0%	Added	Holders
Q1 2024	3,648	$1.03M	0.1%	−183−4.8%	Reduced	Holders
Q4 2023	3,831	$1.14M	0.1%	−51−1.3%	Reduced	Holders
Q3 2023	3,882	$1.02M	0.1%	+34+0.9%	Added	Holders
Q2 2023	3,848	$1.15M	0.2%	−213−5.2%	Reduced	Holders
Q1 2023	4,061	$1.14M	0.1%	−4,096−50.2%	Reduced	Holders
Q4 2022	8,157	$2.17M	0.2%	–	No prior filing	Holders
Q2 2022	–	–	–	–	Not filed	Holders
Q1 2022	11,556	$2.88M	0.2%	−14,667−55.9%	Reduced	Holders
Q4 2021	26,223	$6.80M	0.4%	−4,911−15.8%	Reduced	Holders
Q3 2021	31,134	$8.09M	0.5%	−35,226−53.1%	Reduced	Holders
Q2 2021	66,360	$15.6M	1.1%	+5,019+8.2%	Added	Holders
Q1 2021	61,341	$14.3M	1.1%	–	–	Holders

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