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RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

MCD holding history

McDonalds Corp in every 13F filed by RSM US Wealth 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 2026 holdings

Shares (Q2 2026)
59,819
Value
$16.2M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MCD by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,819$16.2M0.2%−2,392−3.8%ReducedHolders
Q1 202662,211$19.3M0.2%+2,870+4.8%AddedHolders
Q4 202559,341$18.3M0.2%+292+0.5%AddedHolders
Q3 202559,049$17.9M0.2%+534+0.9%AddedHolders
Q2 202558,515$17.1M0.2%+954+1.7%AddedHolders
Q1 202557,561$18.0M0.3%−567−1.0%ReducedHolders
Q4 202458,128$16.8M0.2%+17,743+43.9%AddedHolders
Q3 202440,385$12.2M0.2%−1,490−3.6%ReducedHolders
Q2 202441,875$10.5M0.2%+19,148+84.3%AddedHolders
Q1 202422,727$6.41M0.2%−517−2.2%ReducedHolders
Q4 202323,244$6.89M0.2%+4,190+22.0%AddedHolders
Q3 202319,054$5.02M0.2%−422−2.2%ReducedHolders
Q2 202319,476$5.81M0.2%−83−0.4%ReducedHolders
Q1 202319,559$5.47M0.2%+6,312+47.6%AddedHolders
Q4 202213,247$3.49M0.2%+289+2.2%AddedHolders
Q3 202212,958$2.99M0.2%−47−0.4%ReducedHolders
Q2 202213,005$3.21M0.2%−8−0.1%ReducedHolders
Q1 202213,013$3.22M0.2%−830−6.0%ReducedHolders
Q4 202113,843$3.71M0.2%+325+2.4%AddedHolders
Q3 202113,518$3.26M0.2%−42−0.3%ReducedHolders
Q2 202113,560$3.13M0.2%+510+3.9%AddedHolders
Q1 202113,050$2.92M0.2%––Holders

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