Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
MCD holding history
McDonalds Corp in every 13F filed by Transform Wealth, 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 Q1 2025 holdings
- Shares (Q1 2025)
- 1,399
- Value
- $437.1K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,399 | $437.1K | <0.1% | −126−8.3% | Reduced | Holders |
| Q4 2024 | 1,525 | $442.0K | <0.1% | +651+74.5% | Added | Holders |
| Q3 2024 | 874 | $266.0K | <0.1% | −3,861−81.5% | Reduced | Holders |
| Q2 2024 | 4,735 | $1.21M | 0.1% | −239−4.8% | Reduced | Holders |
| Q1 2024 | 4,974 | $1.40M | 0.1% | −145−2.8% | Reduced | Holders |
| Q4 2023 | 5,119 | $1.52M | 0.1% | +4,238+481.0% | Added | Holders |
| Q3 2023 | 881 | $232.2K | <0.1% | −75−7.8% | Reduced | Holders |
| Q2 2023 | 956 | $285.3K | <0.1% | −70−6.8% | Reduced | Holders |
| Q1 2023 | 1,026 | $286.7K | <0.1% | +54+5.6% | Added | Holders |
| Q4 2022 | 972 | $256.3K | <0.1% | +52+5.7% | Added | Holders |
| Q3 2022 | 920 | $212.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 920 | $227.0K | <0.1% | −100−9.8% | Reduced | Holders |
| Q1 2022 | 1,020 | $252.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 1,020 | $273.0K | <0.1% | +72+7.6% | Added | Holders |
| Q3 2021 | 948 | $229.0K | <0.1% | −38−3.9% | Reduced | Holders |
| Q2 2021 | 986 | $228.0K | <0.1% | +986 | New | Holders |